14 important things you should know about American Beacon AABPX mutual fund

Updated: June 27, 2020
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Before we start: if you’re looking for AABPX “stock” price, you can quickly find it out by visiting Finny and typing "AABPX quote". If you’re looking for a quick scoop on AABPX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AABPX". You’ll get all this info in one place.

Are you looking to buy or sell AABPX? Or perhaps you’re looking for AABPX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AABPX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AABPX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AABPX buy or sell; the pros and cons of investing in AABPX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AABPX.

And here is the list of questions we’ll answer:

  1. Describe American Beacon Funds: American Beacon Balanced Fund; Investor Class Shares (AABPX).
  2. What are AABPX holdings?
  3. What is AABPX performance? What are AABPX historical returns?
  4. How many up and down years did AABPX have historically?
  5. What is AABPX dividend yield?
  6. What is AABPX minimum initial investment amount?
  7. What is AABPX expense ratio?
  8. Does AABPX have any sales loads or 12b-1 distribution expenses?
  9. What is AABPX tax efficiency (tax-cost ratio)?
  10. What is AABPX beta? How would you assess AABPX risk?
  11. What is AABPX Sharpe ratio?
  12. What is AABPX Finny Score? AABPX buy or sell?
  13. What are the pros of investing in AABPX? What are AABPX buy reasons?
  14. What are the cons of investing in AABPX? What are AABPX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Beacon Funds: American Beacon Balanced Fund; Investor Class Shares (AABPX).

The Fund 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 the Fund's total assets are invested in debt securities. The Manager allocates the assets of the Fund among different sub-advisors.

2. What are AABPX top holdings?

AABPX has 142 stock holdings and 360 bond holdings.

The top 10 holdings represent 16.04% of total assets. Here are the top holdings:

Name Symbol % Assets
General Electric Co GE 2.23%
American International Group Inc AIG 1.77%
Wells Fargo & Co WFC 1.74%
Microsoft Corp MSFT 1.73%
United States Treasury Bonds 3% N/A 1.72%
Oracle Corp ORCL 1.53%
Medtronic PLC MDT 1.40%
Comcast Corp Class A CMCSA 1.36%
United States Treasury Notes 2% N/A 1.34%
United States Treasury Notes 1.75% N/A 1.22%

3. What is AABPX performance? What are AABPX historical returns?

AABPX has generated the following returns:

  • 1-month return is 0.69%;
  • 3-month return is -14.62%;
  • 1-year return is -6.64%;
  • 3-year return is 1.40%;
  • 5-year return is 2.41%;
  • 10-year return is 6.41%;
  • 15-year return is 5.23%.

4. How many up and down years did AABPX have historically?

In the last 10 years, AABPX had 8 up years and 2 down years.

5. What is AABPX dividend yield?

AABPX yield is 1.62%.

6. What is AABPX minimum initial investment amount?

AABPX minimum initial investment amount is $3.00K.

7. What is AABPX expense ratio?

AABPX expense ratio is 0.95%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does AABPX have any sales loads or 12b-1 distribution expenses?

AABPX 12b-1 distribution fee is 0. AABPX front-end sales load is 0. AABPX back-end sales load is 0.

9. What is AABPX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.77%;
  • 3-year ax cost ratio is 2.56%.

10. What is AABPX beta? How would you assess AABPX risk?

  • 3-year beta is 1.35;
  • 5-year beta is 1.27;
  • 10-year beta is 1.15;
  • 15-year beta is 1.10.

11. What is AABPX Sharpe ratio?

  • 3-year Sharpe ratio is -0.11;
  • 5-year Sharpe ratio is 0.07;
  • 10-year Sharpe ratio is 0.54.

Analysis

12. What is AABPX Finny Score? AABPX buy or sell?

AABPX Finny Score is 30. Our quantitative analysis shows 3 reasons to buy AABPX and 7 reasons to sell it, resulting in the Finny Score of 30.

13. What are the pros of investing in AABPX? What are AABPX buy reasons?

The following are AABPX strengths from our perspective:

  • AABPX 10-year return is 6.41%, which is higher than the 10-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 3.87%.
  • AABPX 15-year return is 5.23%, which is higher than the 15-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 4.41%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in AABPX? What are AABPX negatives?

The following are AABPX weaknesses from our perspective:

  • AABPX net assets are $95.90 million. This fund is not a popular choice with retail investors.
  • AABPX 3-year return is 1.4%, which is lower than the 3-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 5.13%.
  • AABPX 5-year return is 2.41%, which is lower than the 5-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 3.79%.
  • AABPX expense ratio is 0.95%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • AABPX 3-year Beta is 1.35, which is higher than the index (Morningstar Mod Tgt Risk TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
  • AABPX 5-year Beta is 1.27, which is higher than the index (Morningstar Mod Tgt Risk TR USD) 5-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 5 years.
  • AABPX 10-year Beta is 1.15, which is higher than the index (Morningstar Mod Tgt Risk TR USD) 10-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 10 years.
In the AABPX review, we covered AABPX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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