American Beacon Balanced Fund Class Y

 (MUTF:ACBYX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.12%  
1 week   +0.00%  
4 week   +1.69%
   
3 month   +3.99%
   
YTD   +5.82%
   
1 year   +13.24%
   
3 years*   +5.07%
   
5 years*   +9.86%
   
*annualized
Best 3 month return+9.84%  
Worst 3 month return-9.10%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Above Average
10 years Average Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets363.42M 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyAmerican Beacon 

Asset allocation

Cash3.38%  
Stocks63.62%  
Bonds33.00%  
Other0.00%  

Purchase information

Initial$100,000  
Additional$50  
16.92-0.02(-0.12%)
Jul 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund's equity investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively referred to as "stocks"). It may invest in companies of all market capitalizations.
Fund filings (PDF) »
Asset managers:
James Clarke (Started: Dec 31, 2011)
Kirk Brown (Started: Feb 28, 2016)
Patrick Kaser (Started: Jul 29, 2010)
Mark Luchsinger (Started: Dec 31, 1998)
Deborah Petruzzelli (Started: Dec 31, 2003)
Stephen Smith (Started: Apr 30, 1996)
Anujeet Sareen (Started: Feb 28, 2017)
John (Jack) McIntyre (Started: Feb 28, 2017)
Judd Peters (Started: Dec 31, 1999)
Scott McBride (Started: Dec 31, 2001)
Erin Higginbotham (Started: Mar 1, 2011)
Gene Needles (Started: Feb 29, 2012)
Samuel Silver (Started: Feb 28, 2014)
Paul Cavazos (Started: Dec 31, 2016)
James Barrow (Started: Jul 17, 1987)
Gerhardt (Gary) Herbert (Started: Feb 28, 2017)
Mark Giambrone (Started: Feb 27, 2015)
George Davis (Started: Dec 31, 1988)
Sheldon Lieberman (Started: Feb 28, 2017)
John Williams (Started: Jul 17, 1987)
David Hardin (Started: Jul 17, 1987)
J. Scott McDonald (Started: Dec 31, 1998)
David Hoffman (Started: Feb 28, 2017)
Patricia McKenna (Started: Feb 28, 2017)
Advisor Company:
American Beacon Advisors Inc
Fund family reports on Morningstar »
American Beacon, 220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 6.98 0.59 1.62 0.02
Beta* 0.68 1.05 1.03 1.05
Mean annual return 1.19 0.42 0.79 0.50
R-squared* 21.56 79.83 80.60 91.45
Standard deviation 5.35 7.54 6.84 10.80
Sharpe ratio 2.55 0.64 1.36 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
US Treasury Note 0.479% 4.91%  
Citigroup Inc (C) 2.83%  
Bank of America Corporation (BAC) 2.18%  
S+p500 Emini Fut Jun17 Xcme 20170616 1.94%  
American International Group Inc (AIG) 1.69%  
BP PLC ADR (BP) 1.51%  
JPMorgan Chase & Co (JPM) 1.48%  
Microsoft Corp (MSFT) 1.41%  
Oracle Corp (ORCL) 1.36%  
Wells Fargo & Co (WFC) 1.19%