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

Updated: July 07, 2021
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-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 ACBYX “stock” price, you can quickly find it out by visiting Finny and typing "ACBYX quote". If you’re looking for a quick scoop on ACBYX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ACBYX". You’ll get all this info in one place.

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

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

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

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

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 ACBYX top holdings?

ACBYX has 144 stock holdings and 363 bond holdings.

The top 10 holdings represent 14.95% of total assets. Here are the top holdings:

Name Symbol % Assets
American International Group Inc AIG 2.09%
Citigroup Inc C 1.64%
General Electric Co GE 1.52%
Wells Fargo & Co WFC 1.52%
Goldman Sachs Group Inc GS 1.50%
Anthem Inc ANTM 1.44%
S+p500 Emini Fut Dec20 Xcme 20201218 N/A 1.44%
UBS RMA Government Money Market RMGXX 1.34%
Medtronic PLC MDT 1.28%
Stanley Black & Decker Inc SWK 1.18%

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

ACBYX has generated the following returns:

  • 1-month return is -0.54%;
  • 3-month return is 4.11%;
  • 1-year return is 4.11%;
  • 3-year return is 10.95%;
  • 5-year return is 10.93%;
  • 10-year return is 9.27%.

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

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

ACBYX up and down years

5. What is ACBYX dividend yield?

ACBYX yield is 1.56%.

6. What is ACBYX minimum initial investment amount?

ACBYX minimum initial investment amount is $100.00K.

7. What is ACBYX expense ratio?

ACBYX expense ratio is 0.96%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ACBYX expenses

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

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

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

  • 1-year ax cost ratio is 3.1%;
  • 3-year ax cost ratio is 2.61%.
ACBYX tax costs

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

ACBYX Beta

11. What is ACBYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.67;
  • 5-year Sharpe ratio is 0.81;
  • 10-year Sharpe ratio is 0.84;
  • 15-year Sharpe ratio is 0.60.
ACBYX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are ACBYX strengths from our perspective:

  • ACBYX 3-year return is 10.95%, which is in line with the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 11.45%.
  • ACBYX 5-year return is 10.93%, which is higher than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 10.31%.
  • ACBYX 10-year return is 9.27%, which is higher than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.99%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ACBYX weaknesses from our perspective:

  • ACBYX net assets are $42.80 million. This fund is not a popular choice with retail investors.
  • ACBYX expense ratio is 0.96%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ACBYX review, we covered ACBYX 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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