BWLIX

About BWLIX

The American Beacon Man Large Cap Value Fund Investor Class is an actively managed mutual fund focused on delivering long-term total return, primarily through capital appreciation with some income. The fund primarily invests in value stocks of large-cap U.S. companies, targeting firms that are considered undervalued relative to their fundamental worth. The investment strategy is grounded in a systematic, fundamentally driven quantitative process executed by Numeric Investors LLC, a subsidiary of Man Group plc, which emphasizes bottom-up security selection. Key considerations include attractive valuations, positive long-term growth prospects, sustainable competitive advantages, and favorable industry dynamics. The portfolio is diversified across major sectors—with notable allocations to financial services, technology, and industrials—while maintaining a relatively concentrated exposure to its top holdings. The fund also employs futures for cash management and may take ESG principles into account during security selection. With a history rooted in research-driven management, it aims to deliver a balance between risk mitigation and steady capital growth in the large value segment of the U.S. equity market.