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American Beacon Balanced Inv AABPX

Analyst rating as of
NAV / 1-Day Return
14.26  /  0.64 %
Total Assets
187.3 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Above Average
Longest Manager Tenure
31.35 years
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
TTM Yield

Morningstar’s Analysis

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Manager Departs American Beacon Balanced; Ratings Unchanged

Analyst Note

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James Barrow's planned retirement from the management roster of American Beacon Balanced went into effect Feb. 28, 2021. Barrow's departure is noteworthy--he co-founded Barrow, Hanley, Mewhinney & Strauss in 1979 and has been managing portfolios for roughly half a century. He has been a named manager on this fund since its 1987 inception when American Beacon chose Barrow, Hanley as one of the initial subadvisors. Ahead of this transition, in February 2015, American Beacon added planned successor Mark Giambrone as a manager to this fund and to American Beacon Large Cap Value. Giambrone started at Barrow, Hanley over 20 years ago and has been a named manager on American Beacon Mid-Cap Value since 2004.

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