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    American Beacon Balanced Y (ACBYX)

    16.40 Down 0.18(1.09%) Mar 6

    Profile as of Feb 27, 2015Get 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:1.10B
    Year-to-Date Return:2.08%
    Yield:2.32%
    Morningstar Rating:5 stars
    Fund Inception Date:Mar 1, 2010
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    John Williams
    Lead Manager since Jul 17, 1987
    Mr. Davis joined Hotchkis and Wiley Capital Management in 1988. Along with management of portfolios, Mr. Davis actively visits company management and industry analysts as part of the research process. Mr. Davis was formerly an assistant to the senior partner of RCM Capital Management and a consultant to Fidelity Management & Research. Mr. Davis began his career in equity research with Cramer, Rosenthal & McGlynn after completing internships at Smith Barney, Harris, Upham Inc. and the trust department of First Commercial Bank of Little Rock. He is a member of the Los Angeles Society of Financial Analysts. Mr. Davis received his BA in Economics and History and his MBA from Stanford University. He is NASD Series 7, 63, and 65 qualified.
    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 38 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 (Sep 30, 2014) : 0.15
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 3, 2015) : 34.00%
    Average for Category:47.37%
    Fees & Expenses 
    ExpenseACBYXCategory Avg
    Annual Report Expense Ratio (net):0.68%0.94%
    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/A5.29%
    Max Deferred Sales Load: N/A2.42%
    3 Yr Expense Projection*:218572
    5 Yr Expense Projection*:379878
    10 Yr Expense Projection*:8471,749
    * Per $10,000 invested