American Beacon Balanced Inv American Beacon Funds4151 Amon Carter BoulevardFort Worth, TX 76155 Map
Phone: 800-967-9009
| Category: | Moderate Allocation | | Fund Family: | American Beacon | | Net Assets: | 849.76M | | Year-to-Date Return: | 1.17% | | Yield: | 2.80% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-1994 |
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Adriana R. Posada
Lead Manager since
01-Oct-1998 | | | Posada became a manager of Trust Investments and a member of the portfolio manager team in October 1998. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks income and capital appreciation.
The fund usually invests between 50% and 70% of assets in equity securities and between 30% and 50% of assets in debt securities. The equity investments may include common stocks, preferred stocks, securities convertible into common stocks, U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges. The debt investments may include obligations of the U.S. government and U.S. corporate debt securities. |
| Last Dividend
(22-Dec-09):
| 0.31 | | Last Cap Gain
(21-Dec-07):
| 0.79 | | Annual Holdings Turnover
(18-Mar-10):
| 57.00% | | Average for Category:
| 97.84% |
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| Expense | AABPX | Category Avg | | Total Expense Ratio: | 0.89%
| 1.03% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 290 | $65 | | 5 Yr Expense Projection*: |
$ 504 | $99 | | 10 Yr Expense Projection*: |
$ 1,120 | $192 |
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