American Beacon Bridgeway Large Cap Growth Fund (BRLGX)
The investment seeks long-term total return on capital, primarily through capital appreciation. The fund invests in a diversified portfolio of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or NASDAQ. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks from among those in the large-cap growth category at the time of purchase.
Fund Info
| ISIN | US0245253705 |
|---|---|
| Issuer | American Beacon |
| Inception Date | Oct 31, 2003 |
| Category | Large Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BRLGX has a high expense ratio of 0.80%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BRLGX vs. FXAIX, BRLGX vs. TQQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Beacon Bridgeway Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Beacon Bridgeway Large Cap Growth Fund had a return of 6.98% year-to-date (YTD) and 31.86% in the last 12 months. Over the past 10 years, American Beacon Bridgeway Large Cap Growth Fund had an annualized return of 13.09%, outperforming the S&P 500 benchmark which had an annualized return of 10.33%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.98% | 5.21% |
| 1 month | -5.26% | -4.30% |
| 6 months | 22.88% | 18.42% |
| 1 year | 31.86% | 21.82% |
| 5 years (annualized) | 13.00% | 11.27% |
| 10 years (annualized) | 13.09% | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.21% | 6.48% | 1.76% | -4.86% | ||||||||
| 2023 | -2.17% | 10.64% | 4.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BRLGX is 85, placing it in the top 15% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
American Beacon Bridgeway Large Cap Growth Fund(BRLGX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Beacon Bridgeway Large Cap Growth Fund granted a 0.71% dividend yield in the last twelve months. The annual payout for that period amounted to $0.23 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $4.03 | $7.29 | $3.88 | $3.08 | $2.75 | $1.26 | $0.16 | $0.11 | $0.11 | $0.09 |
Dividend yield | 0.71% | 0.76% | 17.14% | 19.83% | 10.72% | 10.33% | 10.87% | 4.20% | 0.64% | 0.47% | 0.48% | 0.49% |
Monthly Dividends
The table displays the monthly dividend distributions for American Beacon Bridgeway Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.03 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.29 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.88 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.08 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.75 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2013 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Beacon Bridgeway Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Beacon Bridgeway Large Cap Growth Fund was 55.32%, occurring on Nov 20, 2008. Recovery took 1046 trading sessions.
The current American Beacon Bridgeway Large Cap Growth Fund drawdown is 5.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.32% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1046 | Jan 22, 2013 | 1312 |
| -34.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -32.58% | Nov 19, 2021 | 227 | Oct 14, 2022 | 320 | Jan 25, 2024 | 547 |
| -24.3% | Aug 30, 2018 | 80 | Dec 24, 2018 | 130 | Jul 2, 2019 | 210 |
| -18.91% | Aug 18, 2015 | 120 | Feb 8, 2016 | 203 | Nov 25, 2016 | 323 |
Volatility
Volatility Chart
The current American Beacon Bridgeway Large Cap Growth Fund volatility is 5.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.