American Beacon Balanced Inv
American Beacon Funds4151 Amon Carter BoulevardFort Worth, TX 76155
Map
Phone: 800-658-5811
| Category: | Moderate Allocation | | Fund Family: | American Beacon | | Net Assets: | 749.96M | | Year-to-Date Return: | 7.28% | | Yield: | 1.80% | | Morningstar Rating: |  | | Fund Inception Date: | 1994-07-31 |
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Michael Fields
Lead Manager since 1987-07-16 | | |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 2,500 | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| 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 its 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. |
| Last Dividend
(2013-03-31)
:
| 0.13 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(2013-05-15)
:
| 58.00% | | Average for Category: | 71.92% |
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| Expense | AABPX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.92% | 0.98% | | Prospectus Net Expense Ratio: | 0.93% | N/A | | Prospectus Gross Expense Ratio: | 0.93% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 297 | 597 | | 5 Yr Expense Projection*: | 515 | 921 | | 10 Yr Expense Projection*: | 1,144 | 1,819 |
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0.03(0.21%) May 21