American Beacon Balanced Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
American Beacon Balanced Fund Class Y ACBYX
- NAV / 1-Day Return 16.39 / −0.12 %
- Total Assets 107.2M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.940%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Moderate Allocation
- Investment Style Mid Value
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 1.66%
- Turnover 31%
USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:11 AM GMT+0
Morningstar’s Analysis ACBYX
Will ACBYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
UBS RMA Government Money Market | 3.47 | 4M | Cash and Equivalents |
Future on E-mini S&P 500 Futures | 3.44 | 4M | — |
United States Treasury Notes 3.75% | 2.51 | 3M | Cash and Equivalents |
GE HealthCare Technologies Inc Common Stock | 1.56 | 2M | Healthcare |
Workday Inc Class A | 1.35 | 1M | Technology |
Alphabet Inc Class A | 1.35 | 1M | Communication Services |
Bank of America Corp | 1.30 | 1M | Financial Services |
Carnival Corporation Ltd | 1.13 | 1M | Consumer Cyclical |
Aptiv PLC | 1.13 | 1M | Consumer Cyclical |
UnitedHealth Group Inc | 1.11 | 1M | Healthcare |