American Beacon Balanced Y

The investment 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 its total assets are invested in debt securities. The fund's equity investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively referred to as "stocks"). It may invest in companies of all market capitalizations.

Key stats

Management firm  American Beacon
Domicile  United States
Fund Administrator  American Beacon Advisors, Inc.
Global Branding Name  American Beacon
12 month yield  1.75%
Fund currency  USD
Launch Date  2010-03-01
ISIN  US0245241007
SEDOL  B604R24
Manager 1 Name  John Williams
Manager 2 Name  James Barrow
Fund Strategy  Moderate Allocation
Benchmark  Russell 1000 Value TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  1.45%
Return - 2 Months  4.74 %
Return - 3 Months  2.97%
Return - 6 Months  9.06 %
Return - 9 months  12.70 %
Return - 12 Months  15.87%
Annualized return 24 months  13.65 %
Annualized return 36 months  11.74 %
Annualized return 48 months  11.23 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  11.89%
Return YTD  2.97%

Ratings

Morning Star Rating Date   2014-03-31
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Initial  0.00 %
Minimum Investment  $100,000
Maximum Managment Charge  0.05 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  American Beacon
Contact Address 2  4151 Amon Carter Blvd Ft. Worth, TX 76155
Contact city  Fort Worth
Contact country  United States
Fund Admin Group  American Beacon
Web Address  www.americanbeaconfunds.com
Email contact  americanbeaconfunds@ambeacon.com
Custodian  State Street Bank & Trust CO MA
Phone  800-658-5811

Price

Last Price Date  2014-04-10
Pre-tax nav  16.17
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.17
Price change (percentage)  -1.05 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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