About BWLIX
The American Beacon Man Large Cap Value Fund Investor Class is an actively managed mutual fund focused on delivering long-term total return, primarily through capital appreciation with some income. The fund primarily invests in value stocks of large-cap U.S. companies, targeting firms that are considered undervalued relative to their fundamental worth. The investment strategy is grounded in a systematic, fundamentally driven quantitative process executed by Numeric Investors LLC, a subsidiary of Man Group plc, which emphasizes bottom-up security selection. Key considerations include attractive valuations, positive long-term growth prospects, sustainable competitive advantages, and favorable industry dynamics. The portfolio is diversified across major sectors—with notable allocations to financial services, technology, and industrials—while maintaining a relatively concentrated exposure to its top holdings. The fund also employs futures for cash management and may take ESG principles into account during security selection. With a history rooted in research-driven management, it aims to deliver a balance between risk mitigation and steady capital growth in the large value segment of the U.S. equity market.
Fund Family American Beacon
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BWLIX
Share Class Investor Class
Index Russell 1000 Value TR
BWLIX had a total return of 27.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.94%.
