4 / 5 Stars
5 5 3 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 251 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.02 percent over the past year, 10.79 percent over the past three years, 14.83 percent over the past five years, and 6.84 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||6.8%|
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.
Fees are Below Average compared to funds in the same category.
American Beacon Balanced Fund has an expense ratio of 0.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.