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    American Beacon Balanced Instl (AADBX)

    16.35 Up 0.02(0.12%) Dec 26
    Prev Close:16.33
    YTD Return*:9.44%
    Net Assets*:1.06B
    Yield*:2.35%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AADBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    S+p500 Emini Fut Dec14 Xcme 201412195.677.11
    US Treasury Note3.354.39
    JPM2.1710.60
    C1.9232.61
    US Treasury Bond 2.875%1.7422.40

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.06B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:9.44%
    5y Avg Return:11.46%
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.95%
    Beta (3y):0.96
    Morningstar Risk Rating:3

    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 its 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. View More
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