American Beacon ARK Transformational Innovation Fund

Shareclass
American Beacon ARK Transfmt Innov A (ADNAX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
0.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,515 out of 2,538 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
17/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
6/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
13/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Illumina Inc
    1.29% of assets
    $2.53M invested
  • 2. PagerDuty Inc
    1.84% of assets
    $3.63M invested
  • 3. GitLab Inc Class A
    1.18% of assets
    $2.32M invested
  • 4. Pinterest Inc Class A
    1.16% of assets
    $2.28M invested
  • 5. Meta Platforms Inc Class A
    2.54% of assets
    $5M invested
  • 6. Amazon.com Inc
    1.83% of assets
    $3.6M invested
  • 7. Intellia Therapeutics Inc
    1.32% of assets
    $2.6M invested
  • 8. Recursion Pharmaceuticals Inc Class A
    2% of assets
    $3.94M invested
  • 9. Block Inc Class A
    3.77% of assets
    $7.42M invested
  • 10. Advanced Micro Devices Inc
    1.21% of assets
    $2.38M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. 10x Genomics Inc Ordinary Shares - Class A
    1.93% of assets
    $3.81M invested
  • 2. Roblox Corp Ordinary Shares - Class A
    6.63% of assets
    $13.06M invested
  • 3. Shopify Inc Registered Shs -A- Subord Vtg
    4.28% of assets
    $8.42M invested
  • 4. CRISPR Therapeutics AG
    4.19% of assets
    $8.25M invested
  • 5. Tempus AI Inc Class A common stock
    3.57% of assets
    $7.02M invested
  • 6. Roku Inc Class A
    9.05% of assets
    $17.82M invested
  • 7. Palantir Technologies Inc Ordinary Shares - Class A
    5.22% of assets
    $10.27M invested
  • 8. DraftKings Inc Ordinary Shares - Class A
    1.9% of assets
    $3.75M invested
  • 9. The Trade Desk Inc Class A
    1.55% of assets
    $3.06M invested
  • 10. Pacific Biosciences of California Inc
    0.48% of assets
    $945,378 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on ADNAX at Morningstar.com
Gender Equality and Returns
Returns chart for American Beacon ARK Transformational Innovation Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
ADNAX
American Beacon ARK Transformational Innovation Fund
Family
American Beacon
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
17% less  in annualized returns
Lower overall gender equality score 
19 / 100 points lower
Lower gender balance in leadership and workforce score 
10 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ADNAX
American Beacon ARK Transformational Innovation Fund
Family
American Beacon
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
17% less  in annualized returns
Lower overall gender equality score 
19 / 100 points lower
Lower gender balance in leadership and workforce score 
10 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ADNAX
American Beacon ARK Transformational Innovation Fund
Family
American Beacon
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
17% less  in annualized returns
Lower overall gender equality score 
19 / 100 points lower
Lower gender balance in leadership and workforce score 
10 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ADNAX - American Beacon ARK Transformational Innovation Fund
17%
2.83%
-1.57%
/
36  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
5.14%
-9.31%
-17.15%
/
19  / 100 points lower
Find more financial data on ADNAX at Morningstar.com
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