AABPX : American Beacon Balanced Fund Investor Class

AABPX is a Allocation Market All-In-One with HIGH fees.

AABPX

American Beacon Balanced Fund Investor Class

FI Score

30 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

30% FI Score
  • aabpx
  • Mutual Fund
  • Allocation
  • All-In-One

American Beacon Balanced Fund Investor Class

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

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 the fund's total assets are invested in debt securities. The fund's equity investments may include 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.

Largest Holdings

Amount Holding
1.92% E-mini S&P 500 Futures June20
1.53% American International Group Inc
1.53% Medtronic PLC
1.50% UnitedHealth Group Inc
1.49% Anthem Inc
1.46% Wells Fargo & Co
1.36% Oracle Corp
1.30% United States Treasury Bonds 3%
1.29% Microsoft Corp
1.25% Comcast Corp Class A
1.21% General Electric Co
1.16% Goldman Sachs Group Inc
1.14% United States Treasury Notes 1.75%
1.01% Lowe's Companies Inc
0.99% United States Treasury Notes 1.75%
0.90% CVS Health Corp
0.89% Hess Corp
0.89% Air Products & Chemicals Inc
0.88% Broadcom Inc
0.87% Advance Auto Parts Inc
0.86% JPMorgan Chase & Co
0.83% MGM Growth Properties LLC A
0.81% Texas Instruments Inc
0.81% Stanley Black & Decker Inc
0.79% Phillips 66

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo