American Beacon Mid-Cap Value Fund Investor Class
AMPAX
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- American Beacon Mid-Cap Value Fund Investor Class (AMPAX) is an open-end mutual fund that seeks long-term capital appreciation and current income by investing primarily in equity securities of U.S. middle market capitalization companies identified as undervalued based on fundamental value ratios. Under normal circumstances, the fund allocates at least 80% of its net assets, plus any borrowings for investment purposes, to common stocks, preferred stocks, and other equity securities of mid-cap value companies with market capitalizations generally between $1 billion and $12 billion; it employs a multi-manager sub-advisory approach utilizing specialized investment managers such as Barrow, Hanley, Mewhinney & Strauss, LLC, Brandywine Global Investment Management, LLC, DePrince, Race & Zollo, Inc., Hotchkis and Wiley Capital Management, LLC, and potentially others, each contributing distinct value-oriented strategies focused on sectors like financials, industrials, and consumer discretionary. The fund offers Investor Class shares (AMPAX) alongside other share classes including Advisor Class (AMCSX) and Institutional Class (AACIX), with services encompassing portfolio management, dividend reinvestment, and daily liquidity for individual investors, financial advisors, institutions, and retirement plans. The fund operates exclusively within the U.S. equity markets, targeting mid-cap value segments characterized by undervalued stocks exhibiting strong balance sheets, attractive valuations relative to earnings, cash flows, or book values, and potential for capital growth and income through dividends. American Beacon Funds, the registered investment company encompassing AMPAX, was established in 1986 and maintains its headquarters in Irving, Texas, at 220 East Las Colinas Blvd., Suite 1200, under the oversight of American Beacon Advisors, Inc., which manages approximately $60 billion in assets across 30+ mutual and exchange-traded funds via a sub-advisory model with over 25 specialist firms. Recent developments include the termination of Newton Investment Management North America, LLC as sub-advisor for related American Beacon small-cap value strategies and the appointment of Westwood Management Corp. to manage a portion of those assets effective March 28, 2025, reflecting ongoing portfolio manager optimizations within the American Beacon complex; additionally, Resolute Investment Managers, Inc., the parent entity affiliated with American Beacon Advisors, rebranded as American Beacon Partners in 2025 to emphasize expanded partnerships, strategic distribution, and sub-advisory models for retail market access. The fund's assets under management stand at approximately $106 million as of late 2025, with an expense ratio of 1.17% for the Investor Class, amid a challenging year-to-date performance reflecting broader mid-cap value market dynamics. No major acquisitions, funding rounds, or product launches specific to AMPAX were reported in 2024-2025, with focus remaining on core multi-manager equity allocation.