AABPX : American Beacon Balanced Fund Investor Class

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


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

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