American Beacon Mid Cap Value PlanAhead
4151 Amon Carter Boulevard MD 2450 Fort Worth TX 76155
Map
Phone: 800-967-9009
| Category: | Mid-Cap Value | | Fund Family: | American Beacon | | Net Assets: | 16.58M | | Year-to-Date Return: | -36.99% | | Yield: | 1.70% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-06 |
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Adriana R. Posada
Lead Manager since
30-Jun-04 | | | Posada became a manager of Trust Investments and a member of the portfolio manager team in October 1998. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities of middle market capitalization U.S. companies. These companies generally have market capitalizations between $1 billion and the market capitalization of the largest company in the Russell Midcap index at the time of investment. |
| Last Dividend
(21-Dec-07):
| 0.11 | | Last Cap Gain
(21-Dec-07):
| 0.76 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 82.28% |
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| Expense | AMPAX | Category
Avg | | Total Expense Ratio: | 1.23%
| 1.37% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$399 | $635 | | 5 Yr Expense Projection*: |
$693 | $955 | | 10 Yr Expense Projection*: |
$1,530 | $1,917 |
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