American Beacon Small Cap Value Fund
Shareclass
American Beacon Small Cp Val R5 (AVFIX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,023 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Beacon Small Cap Value Fund AVFIX
Environment
Social
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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. Jones Lang LaSalle Inc0.74% of assets$33.92M invested
- 2. WEX Inc0.34% of assets$15.68M invested
- 3. Lyft Inc Class A0.18% of assets$8.44M invested
- 4. Alcoa Corp0.14% of assets$6.3M invested
- 5. TXNM Energy Inc0.23% of assets$10.35M invested
- 6. Organon & Co Ordinary Shares0.45% of assets$20.66M invested
- 7. NorthWestern Energy Group Inc0.17% of assets$7.96M invested
- 8. Idacorp Inc0.24% of assets$10.85M invested
- 9. Robert Half Inc0.39% of assets$17.67M invested
- 10. ASGN Inc0.3% of assets$13.87M invested
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. Trustmark Corp0.01% of assets$584,625 invested
- 2. Servisfirst Bancshares Inc0.37% of assets$16.94M invested
- 3. Axos Financial Inc0.15% of assets$6.78M invested
- 4. Liberty Energy Inc Class A0.25% of assets$11.31M invested
- 5. Viper Energy Inc Ordinary Shares - Class A0.13% of assets$5.79M invested
- 6. ACV Auctions Inc Ordinary Shares - Class A0.04% of assets$2.02M invested
- 7. First Merchants Corp0.24% of assets$10.99M invested
- 8. U-Haul Holding Co Ordinary Shares - Series N0.54% of assets$24.93M invested
- 9. Kratos Defense & Security Solutions Inc0.25% of assets$11.66M invested
- 10. Silgan Holdings Inc0.18% of assets$8.18M invested
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Financial performance
Performance data provided by
Find more financial data on AVFIX at Morningstar.com
Find more financial data on AVFIX at Morningstar.comGender Equality and Returns
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.
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