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

Updated: Last Friday
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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 110 stock holdings and 369 bond holdings.

The top 10 holdings represent 14.15% of total assets. Here are the top holdings:

Name Symbol % Assets
E-mini S&P 500 Futures June20 ESM0 2.07%
American International Group Inc AIG 1.96%
Goldman Sachs Group Inc GS 1.43%
Anthem Inc ANTM 1.41%
Wells Fargo & Co WFC 1.32%
Medtronic PLC MDT 1.29%
General Electric Co GE 1.23%
UnitedHealth Group Inc UNH 1.16%
Oracle Corp ORCL 1.15%
United States Treasury Notes 1.75% N/A 1.13%

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

AABPX has generated the following returns:

  • 1-month return is 7.11%;
  • 3-month return is 10.26%;
  • 1-year return is 4.47%;
  • 3-year return is 5.94%;
  • 5-year return is 7.10%;
  • 10-year return is 8.13%;
  • 15-year return is 6.11%.

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.

AABPX up and down years

5. What is AABPX dividend yield?

AABPX yield is 1.66%.

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 0.97%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AABPX 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 2.82%;
  • 3-year ax cost ratio is 2.62%.
AABPX tax costs

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

  • 3-year beta is 1.30;
  • 5-year beta is 1.24;
  • 10-year beta is 1.14.
AABPX Beta

11. What is AABPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.14;
  • 5-year Sharpe ratio is 0.28;
  • 10-year Sharpe ratio is 0.72.
AABPX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are AABPX strengths from our perspective:

  • AABPX 3-year return is 5.94%, which is higher than the 3-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 5.41%.
  • AABPX 5-year return is 7.1%, which is higher than the 5-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 4.37%.
  • AABPX 10-year return is 8.13%, which is higher than the 10-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 3.73%.
  • AABPX 15-year return is 6.11%, which is higher than the 15-year return of the benchmark index (Bloomberg Barclays US Aggregate Bond TR USD), 4.55%.
  • 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 $68.20 million. This fund is not a popular choice with retail investors.
  • AABPX expense ratio is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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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