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American Beacon Balanced Y (ACBYX)


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16.76-0.04 (-0.24%)
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American Beacon Balanced Y

American Beacon Advisors4151 AMON CARTER BOULEVARDFORT WORTH TX 76155
800-658-5811
Management Information
James S. Barrow,Lead Manager since July 16, 1987
Paul B Cavazos is Chief Investment Officer and joined American Beacon Advisors and has served on the portfolio management team since 2016. Prior to joining American Beacon Advisors, Mr. Cavazos was Chief Investment Officer and Assistant Treasurer of DTE Energy from 2007 to 2016.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyAmerican Beacon
Net Assets371.81M
YTD Return3.21%
Yield2.01%
Morningstar Rating★★★★
Inception DateFeb 28, 2010

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover16.00%
Average for CategoryN/A

Fees & Expenses

ExpenseACBYXCategory Average
Annual Report Expense Ratio (net)0.72%0.85%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.17%
Max Deferred Sales LoadN/A1.91%
3 Yr Expense Projection233N/A
5 Yr Expense Projection406N/A
10 Yr Expense Projection906N/A