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American Beacon Balanced Inv (AABPX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Balanced Inv (AABPX) Fund

    Last Trade: $14.83 on 5/23/2017, Change: +0.02 (0.14%)

 

Graph of American Beacon Balanced Inv Fund (AABPX) ManagerFund Manager - David Hardin

Fund Manager Information

Fund Manager Tenure: 29.9 years
Fund Family: American Beacon
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of American Beacon Balanced Inv Fund (AABPX) ProfileAmerican Beacon Balanced Inv Fund (AABPX) Profile

Fund Profile and Description

American Beacon Balanced Inv Fund seeks income and capital appreciation. American Beacon Balanced Inv Fund usually invests between 50% and 70% of assets in equity securities and between 30% and 50% of assets in debt securities. The equity investments may include common stocks, preferred stocks, securities convertible into common stocks, U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges. American Beacon Balanced Inv Fund only buys debt securities that are investment grade at the time of the purchase.

 

American Beacon Balanced Inv (AABPX) Fund Strength What we like about American Beacon Balanced Inv (AABPX) Fund

Data for American Beacon Balanced Inv Fund (AABPX) as of May 30, 2016

  • American Beacon Balanced Inv Fund (AABPX) management has been with American Beacon Balanced Inv Fund for 29.9 years
  • American Beacon Balanced Inv Fund (AABPX) has good Long-term performance (5-year return 7.33% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced Inv Fund (AABPX) ratio of up-years vs down years is greater than 2
  • American Beacon Balanced Inv Fund (AABPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Beacon Balanced Inv Fund (AABPX) Weakness What we are cautious about American Beacon Balanced Inv (AABPX) Fund

Data for American Beacon Balanced Inv Fund (AABPX) as of May 30, 2016

  • American Beacon Balanced Inv Fund (AABPX) has a less-than-ideal short-term performance (1-year return -4.05% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced Inv Fund (AABPX) has a less-than-ideal mid-term performance (3-year return 5.10% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced Inv Fund (AABPX) has a Morningstar rating of 3 and below
  • American Beacon Balanced Inv Fund (AABPX) is less safe compared to its Allocation--50% to 70% Equity peers
  • American Beacon Balanced Inv Fund (AABPX) has an annual stock turnover rate of 62.00% that is higher than the Allocation--50% to 70% Equity average of 56.38%. This could mean American Beacon Balanced Inv is more nimble, but also signal potential high tax impact and high trading fees
  • American Beacon Balanced Inv Fund (AABPX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.76 that is higher than category average of 7.71
  • American Beacon Balanced Inv Fund (AABPX) has a higher expense ratio of 0.91% than its Allocation--50% to 70% Equity average of 0.85%
See American Beacon Balanced Inv Fund (AABPX) performance details as of May 30, 2016

 

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Compare American Beacon Balanced Inv Fund (AABPX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Beacon Balanced Inv2.98-4.055.107.33
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare American Beacon Balanced Inv Fund (AABPX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of American Beacon Balanced Inv Fund (AABPX) Net Asset TrackingAmerican Beacon Balanced Inv (AABPX) Fund Net Asset

Track net asset change of American Beacon Balanced Inv fund (AABPX)

DateNet Asset
05/2016$328.52M
03/2016$648.54M
02/2016$622.28M
More historic net asset information on American Beacon Balanced Inv Fund (AABPX)

  

Graph of American Beacon Balanced Inv Fund (AABPX) Portfolio TrackingAmerican Beacon Balanced Inv (AABPX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Balanced Inv fund (AABPX)

DateCashStockBondOther
03/20162.44%60.9%36.46%0%
01/20164.32%59.12%36.37%0%
12/20153.68%60.21%35.94%0%
Click here to see more historic asset allocation information on American Beacon Balanced Inv Fund (AABPX)

 

graph of American Beacon Balanced Inv Fund (AABPX) Top 10 Position TrackingTop 10 Holdings in American Beacon Balanced Inv (AABPX) Fund

Discover what American Beacon Balanced Inv Fund (AABPX) manager is buying

Mar 30, 2016
US Treasury Bond 2.5% [3.68%]
US Treasury Note 0.392% [2.98%]
Bank of America Corporation Com [2.35%]
Citigroup, Inc. Common Stock [2.07%]
JP Morgan Chase & Co. Common St [1.73%]
Microsoft Corporation [1.43%]
S+p500 Emini Fut Jun16 Xcme 20160617 [1.3%]
Oracle Corp [1.24%]
BP p.l.c. Common Stock [1.18%]
General Motors Company Common S [1.17%]

Jan 30, 2016
US Treasury Bond 2.5% [4.5%]
S+p500 Emini Fut Mar16 Xcme 20160318 [3.51%]
US Treasury Bond 2.875% [2.83%]
Bank of America Corporation Com [2.15%]
Citigroup, Inc. Common Stock [1.99%]
JP Morgan Chase & Co. Common St [1.76%]
Microsoft Corp [1.4%]
BP p.l.c. Common Stock [1.22%]
Oracle Corporation Common Stock [1.15%]
General Motors Company Common S [1.08%]

Dec 30, 2015
US Treasury Bond 2.5% [4.1%]
US Treasury Bond 2.875% [3.22%]
S+p500 Emini Fut Mar16 Xcme 20160318 [2.65%]
Bank of America Corporation Com [2.31%]
Citigroup, Inc. Common Stock [2.14%]
JP Morgan Chase & Co. Common St [1.88%]
Microsoft Corporation [1.4%]
General Motors Co [1.2%]
BP p.l.c. Common Stock [1.13%]
Oracle Corporation Common Stock [1.11%]
Click here for Stock Holding Change Map in American Beacon Balanced Inv Fund (AABPX)

  

Latest News on American Beacon Balanced Inv (AABPX) Fund

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American Beacon Balanced Inv Fund (AABPX) Related ResourcesSee more information on American Beacon Balanced Inv (AABPX) Fund

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