American Beacon Balanced Inv (AABPX)
14.47
0.01(0.07%) May 23
| Prev Close: | 14.47 |
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| YTD Return*: | 7.28% |
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| Net Assets*: | 749.96M |
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| Yield*: | 1.80% |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for AABPX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| S+p 500 E Mini Index Futures Mar13 Xiom | 4.61 | 9.46 |
| FHLMC 4.5% | 3.15 | 8.78 |
| JPM | 2.61 | 4.74 |
| WFC | 1.66 | 17.75 |
| BAC | 1.47 | 10.72 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 749.96M |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.92% |
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Performance & Risk
| YTD Return: | 7.28% |
| 5y Avg Return: | 5.72% |
| Rank in Category (ytd): | 12 |
| % Rank in Category (ytd): | 1.18% |
| Beta (3y): | 1.03 |
| Morningstar Risk Rating: | 3 |
Fund Summary
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.
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