American Beacon Balanced Instl
4151 Amon Carter Boulevard MD 2450 Fort Worth TX 76155
Map
Phone: 800-967-9009
| Category: | Moderate Allocation | | Fund Family: | American Beacon | | Net Assets: | 36.37M | | Year-to-Date Return: | -25.46% | | Yield: | 3.87% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jul-87 |
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William F. Quinn
Lead Manager since
31-Jul-87 | | | Quinn is chairman and chief executive officer of American Beacon Advisors. He was president of the company from 1986 to 2006. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks income and capital appreciation. The fund usually invests between 50% and 70% of assets in equity securities and between 30% and 50% of assets in debt securities. The equity investments may include common stocks, preferred stocks, securities convertible into common stocks, U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges. The debt investments may include obligations of the U.S. government and U.S. corporate debt securities. |
| Last Dividend
(21-Dec-07):
| 0.44 | | Last Cap Gain
(21-Dec-07):
| 0.79 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 72.64% |
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| Expense | AADBX | Category
Avg | | Total Expense Ratio: | 0.57%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$186 | $623 | | 5 Yr Expense Projection*: |
$324 | $941 | | 10 Yr Expense Projection*: |
$726 | $1,840 |
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1.83% Nasdaq 0.00%
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