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American Beacon Balanced C (ABCCX) Fund Ranking and Research

Ranking, Research and Recommendation of American Beacon Balanced C (ABCCX) Fund

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Graph of American Beacon Balanced C Fund (ABCCX) ManagerFund Manager - David Hardin

Fund Manager Information

Fund Manager Tenure: 32.4 years
Fund Family: American Beacon
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

 

Graph of American Beacon Balanced C Fund (ABCCX) ProfileAmerican Beacon Balanced C Fund (ABCCX) Profile

Fund Profile and Description

American Beacon Balanced C Fund seeks income and capital appreciation. American Beacon Balanced C 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 C Fund only buys debt securities that are investment grade at the time of the purchase.

 

American Beacon Balanced C (ABCCX) Fund Strength What we like about American Beacon Balanced C (ABCCX) Fund

Data for American Beacon Balanced C Fund (ABCCX) as of May 30, 2016

  • American Beacon Balanced C Fund (ABCCX) management has been with American Beacon Balanced C Fund for 32.4 years
  • American Beacon Balanced C Fund (ABCCX) has good Long-term performance (5-year return 6.40% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced C Fund (ABCCX) ratio of up-years vs down years is greater than 2
  • American Beacon Balanced C Fund (ABCCX) has a Morningstar rating of 4 and above

American Beacon Balanced C Fund (ABCCX) Weakness What we are cautious about American Beacon Balanced C (ABCCX) Fund

Data for American Beacon Balanced C Fund (ABCCX) as of May 30, 2016

  • American Beacon Balanced C Fund (ABCCX) has a less-than-ideal short-term performance (1-year return -4.85% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced C Fund (ABCCX) has a less-than-ideal mid-term performance (3-year return 4.22% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Beacon Balanced C Fund (ABCCX) is less safe compared to its Allocation--50% to 70% Equity peers
  • American Beacon Balanced C Fund (ABCCX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
  • American Beacon Balanced C Fund (ABCCX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.79 that is higher than category average of 7.71
  • American Beacon Balanced C Fund (ABCCX) has a higher expense ratio of 1.72% than its Allocation--50% to 70% Equity average of 0.85%
  • American Beacon Balanced C Fund (ABCCX) carries a 1% load
See American Beacon Balanced C Fund (ABCCX) performance details as of May 30, 2016

 

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Compare American Beacon Balanced C Fund (ABCCX)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 C2.63-4.854.226.40
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 C Fund (ABCCX)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 C Fund (ABCCX) Net Asset TrackingAmerican Beacon Balanced C (ABCCX) Fund Net Asset

Track net asset change of American Beacon Balanced C fund (ABCCX)

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

  

Graph of American Beacon Balanced C Fund (ABCCX) Portfolio TrackingAmerican Beacon Balanced C (ABCCX) Fund Portfolio Allocation

Track portfolio allocation change of American Beacon Balanced C fund (ABCCX)

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 C Fund (ABCCX)

 

graph of American Beacon Balanced C Fund (ABCCX) Top 10 Position TrackingTop 10 Holdings in American Beacon Balanced C (ABCCX) Fund

Discover what American Beacon Balanced C Fund (ABCCX) 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 C Fund (ABCCX)

  

Latest News on American Beacon Balanced C (ABCCX) Fund

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American Beacon Balanced C Fund (ABCCX) Related ResourcesSee more information on American Beacon Balanced C (ABCCX) Fund

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