American Beacon Small Fund Quote
AASRX Fund | USD 25.27 0.62 2.39% |
Performance2 of 100
| Odds Of DistressLess than 44
|
American Beacon is trading at 25.27 as of the 28th of March 2024; that is -2.39 percent down since the beginning of the trading day. The fund's open price was 25.89. American Beacon has about a 44 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for American Beacon Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of January 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities of small market capitalization U.S. companies. These companies have market capitalizations of 5 billion or less at the time of investment. More on American Beacon Small
Moving together with American Mutual Fund
0.7 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.71 | ADNPX | Amer Beacon Ark | PairCorr |
0.71 | ADNIX | Amer Beacon Ark | PairCorr |
0.65 | AVASX | American Beacon Large | PairCorr |
0.71 | ADNAX | American Beacon Ark | PairCorr |
0.7 | ADNCX | American Beacon Ark | PairCorr |
0.71 | ADNYX | Amer Beacon Ark | PairCorr |
American Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. American Beacon's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding American Beacon or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | American Beacon Funds, Large Funds, Small Value Funds, Small Value, American Beacon, Large, Small Value (View all Sectors) |
Update Date | 31st of March 2024 |
American Beacon Small [AASRX] is traded in USA and was established 28th of March 2024. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Small Value category and is part of American Beacon family. This fund presently has accumulated 7.37 B in assets under management (AUM) with no minimum investment requirementsAmerican Beacon Small is currently producing year-to-date (YTD) return of 1.61% with the current yeild of 0.02%, while the total return for the last 3 years was 5.22%.
Check American Beacon Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Beacon Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Beacon Small Mutual Fund Constituents
FLR | Fluor | Stock | Industrials |
KBR | KBR Inc | Stock | Industrials |
CNO | CNO Financial Group | Stock | Financials |
DIOD | Diodes Incorporated | Stock | Information Technology |
IIVI | II VI Incorporated | Stock | Information Technology |
ADNT | Adient PLC | Stock | Consumer Discretionary |
FI | Fiserv Inc | Stock | Information Technology |
American Beacon Target Price Odds Analysis
Based on a normal probability distribution, the odds of American Beacon jumping above the current price in 90 days from now is about 6.68%. The American Beacon Small probability density function shows the probability of American Beacon mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon American Beacon Small has a beta of -0.1996. This suggests as returns on benchmark increase, returns on holding American Beacon are expected to decrease at a much lower rate. During the bear market, however, American Beacon Small is likely to outperform the market. Additionally, american Beacon Small has an alpha of 0.0717, implying that it can generate a 0.0717 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of American Beacon to move above the current price in 90 days from now is about 6.68 (This American Beacon Small probability density function shows the probability of American Mutual Fund to fall within a particular range of prices over 90 days) .
American Beacon Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. American Beacon market risk premium is the additional return an investor will receive from holding American Beacon long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Beacon. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although American Beacon's alpha and beta are two of the key measurements used to evaluate American Beacon's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.7974 | |||
Semi Deviation | 1.07 | |||
Standard Deviation | 1.07 | |||
Variance | 1.15 |
American Beacon Against Markets
Picking the right benchmark for American Beacon mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in American Beacon mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for American Beacon is critical whether you are bullish or bearish towards American Beacon Small at a given time. Please also check how American Beacon's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in American Beacon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy American Mutual Fund?
Before investing in American Beacon, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in American Beacon. To buy American Beacon fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of American Beacon. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase American Beacon fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located American Beacon Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased American Beacon Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as American Beacon Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in American Beacon Small?
The danger of trading American Beacon Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of American Beacon is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than American Beacon. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile American Beacon Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Beacon Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for American Mutual Fund analysis
When running American Beacon's price analysis, check to measure American Beacon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Beacon is operating at the current time. Most of American Beacon's value examination focuses on studying past and present price action to predict the probability of American Beacon's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Beacon's price. Additionally, you may evaluate how the addition of American Beacon to your portfolios can decrease your overall portfolio volatility.
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