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American Beacon Balanced Y (ACBYX)

13.76 Up 0.19(1.40%) Feb 12

Profile as of Jan 30, 2016Get Profile for:
American Beacon Balanced Y
American Beacon Advisors4151 AMON CARTER BOULEVARDFORT WORTH TX 76155
Map
Phone: 800-658-5811
Fund Overview 
Category:Moderate Allocation
Fund Family:American Beacon
Net Assets:639.95M
Year-to-Date Return:-3.26%
Yield:1.55%
Morningstar Rating:4 stars
Fund Inception Date:Mar 1, 2010
Morningstar Style Box 
Moderate Allocation
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About the Morningstar Style Box
Management Information 
James Barrow
Lead Manager since Jul 17, 1987
Samuel Silver oversees the team responsible for the portfolio management of the American Beacon Short-Term Bond Fund and a portion of the fixed-income assets of the American Beacon Balanced Fund, American Beacon Retirement Income and Appreciation Fund, and American Beacon Intermediate Bond Fund. Mr. Silver has been with the Manager since September 1999 and has served as Vice President, Fixed Income Investments since October 2011. Prior to October 2011, Mr. Silver was a Senior Portfolio Manager, Fixed Income Investments. The team responsible for the day-to-day portfolio management of the American Beacon Balanced Fund, American Beacon Retirement Income and Appreciation Fund, American Beacon Intermediate Bond Fund and American Beacon Short-Term Bond Fund includes Patrick A. Sporl and Erin Higginbotham.
Investment Information 
Min Initial Investment:100,000
Min Initial Investment, IRA:100,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
ACBYX can be purchased from 33 brokerages.

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, preferred stocks, securities convertible into 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.

Fund Operations 
Last Dividend (Dec 21, 2015) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Feb 10, 2016) : 62.00%
Average for Category:43.00%
Fees & Expenses 
ExpenseACBYXCategory Avg
Annual Report Expense Ratio (net):0.66%0.89%
Prospectus Net Expense Ratio:0.68%N/A
Prospectus Gross Expense Ratio:0.68%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.22%
Max Deferred Sales Load: N/A2.31%
3 Yr Expense Projection*:218542
5 Yr Expense Projection*:379845
10 Yr Expense Projection*:8471,688
* Per $10,000 invested