Morningstar® Investment Profile™   Morningstar®
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for Print
American Beacon Small Cp Val R5  AVFIX
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Above Avg 457
5-Year Average Above Avg 426
10-Year Average Above Avg 335
Overall Average Above Avg 457
Morningstar Category: Small Value | Number of Funds in Category: 457
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 21.93
Mean 6.57
Sharpe Ratio 0.27
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Sml Brd Val Ext TR USD
R-Squared 98
Beta 0.99
Alpha 1.21
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Lending, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Quantitative Investing, Value Investing, Income, Issuer, Market/Market Volatility, Equity Securities, Futures, Industry and Sector Investing, Other, Underlying Fund/Fund of Funds, Socially Conscious, Multimanager, Shareholder Activity, Management, Small Cap, Mid-Cap
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.