Fossil fuel companiesare fueling the climate crisis.


American Beacon Small Cap Value Fund

Shareclass
American Beacon Small Cap Value R6 (AASRX)
Type
Open-end mutual fund
Fossil fuel exposure of 11.35% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Northern Oil & Gas Inc
Carbon Underground 200Top 200 carbon reserves
$23.53 MILLION
SM Energy Co
Carbon Underground 200Top 200 carbon reserves
$16.67 MILLION
Vital Energy
Carbon Underground 200Top 200 carbon reserves
$15.29 MILLION
Black Hills Corp
Carbon Underground 200Top 200 carbon reserves
$14.78 MILLION
CNX Resources Corp
Carbon Underground 200Top 200 carbon reserves
$13.6 MILLION
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$12.7 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
14
holdings
$150.2M
invested
3.98%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
9
holdings
$107.62M
invested
2.85%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
27
holdings
$289.85M
invested
7.68%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
12
holdings
$146.38M
invested
3.88%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
40 holdings
40 holdings
  • 1. NOV Inc
    Oil/gas industry
    $34.25M
    0.91%
  • 2. Avista Corp
    Coal industryFossil-fired utility
    $29.96M
    0.79%
  • 3. Northern Oil & Gas Inc
    Carbon Underground 200Oil/gas industry
    $23.53M
    0.62%
  • 4. NorthWestern Energy Group Inc
    Coal industryFossil-fired utility
    $20.37M
    0.54%
  • 5. Atlas Energy Solutions Inc Class A
    Oil/gas industry
    $19.58M
    0.52%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on AASRX at Morningstar.com
Current fund
AASRX
American Beacon Small Cap Value Fund
Family
American Beacon
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-6.44% less in annualized returns
More invested in fossil fuels 
3.31% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
24.29% less invested
Current fund
AASRX
American Beacon Small Cap Value Fund
Family
American Beacon
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-6.44% less in annualized returns
More invested in fossil fuels 
3.31% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
24.29% less invested
Current fund
AASRX
American Beacon Small Cap Value Fund
Family
American Beacon
Category
Small Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-6.44% less in annualized returns
More invested in fossil fuels 
3.31% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
24.29% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
AASRX - American Beacon Small Cap Value Fund
-6.07%
3.28%
14%
6.38%
11% 
Benchmark
IVV - iShares Core S&P 500 ETF
13%
14%
16%
13%
8.04% 
Fund compared to benchmark
 
-19.56%
-11.1%
-2.33%
-6.44%
3.31%  higher
Find more financial data on AASRX at Morningstar.com
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