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American Beacon Balanced C ABCCX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 12.06  /  −0.08 %
  • Total Assets 110.3 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.03%
  • Turnover 48%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ABCCX

Will ABCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A balanced fund within a balanced fund.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

American Beacon Balanced assembles a reasonable set of subadvisors to manage this 60/40 balanced fund.

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Portfolio Holdings ABCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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2.25 2.6 Mil
Cash and Equivalents

Future on E-mini S&P 500 Futures

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Technology

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Industrials

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1.39 1.6 Mil
Communication Services

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Technology

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Financial Services

U.S. Bancorp

1.22 1.4 Mil
Financial Services