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American Beacon Balanced Adv (ABLSX)

12.56
+0.52
+(4.32%)
At close: 8:00:03 PM EDT
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  • Previous Close 12.04
  • YTD Return 0.77%
  • Expense Ratio 1.36%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 104.63M
  • Beta (5Y Monthly) 1.03
  • Yield 1.62%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.06
  • Inception Date Aug 1, 1994

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, convertible securities, master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.

American Beacon

Fund Family

Allocation--50% to 70% Equity

Fund Category

104.63M

Net Assets

1994-08-01

Inception Date

Performance Overview: ABLSX

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Trailing returns as of 4/7/2025. Category is Allocation--50% to 70% Equity.

YTD Return

ABLSX
0.77%
Category
9.69%
 

1-Year Return

ABLSX
4.71%
Category
27.06%
 

3-Year Return

ABLSX
5.10%
Category
11.00%
 

5-Year Return

ABLSX
11.79%
Category
10.26%
 

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Holdings: ABLSX

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Sector Weightings

SectorABLSX
Technology   14.47%
Healthcare   14.21%
Energy   10.99%
Industrials   9.31%
Utilities   6.30%
Real Estate   2.58%

Recent News: ABLSX

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Research Reports: ABLSX

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