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American Beacon Balanced R5 AADBX

Analyst rating as of
NAV / 1-Day Return
14.50  /  1.96 %
Total Assets
146.4 Mil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Above Average
Longest Manager Tenure
32.38 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.82%
Turnover
37%
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Morningstar’s Analysis

Will AADBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A balanced fund within a balanced fund.

Analyst

Summary

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Proven equity subadvisors and seasoned managers across the American Beacon Balanced team are encouraging despite recent turnover; however, an unconventional structure and reservations about the subadvisor selection process result in a Morningstar Analyst Rating of Neutral for the fund’s cheaper share classes and Negative for its priciest one.

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