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American Beacon Balanced Fund


Portfolio information

Investment Advisors

American Beacon Advisors, Inc. acts as the manager of the American Beacon Balanced Fund, and as an investment advisor to the fixed income portion of the Fund. American Beacon Advisors employs a carefully designed process to select professional investment advisory firms for this multi-manager fund. American Beacon Advisors evaluates the sub-advisors, monitors their performance and ensures adherence to the Fund’s investment guidelines. The sub-advisors of the Fund and their percentage of the Fund’s assets are:

Barrow, Hanley, Mewhinney & Strauss, Inc

 

Brandywine Global Investment Management, LLC

 

Hotchkis and Wiley Capital Management, LLC

 
American Beacon Advisors, Inc.  



Investment Style

The Fund's sub-advisors have the flexibility to vary the proportion of stocks and bonds in the Fund, typically investing between 50% and 70% of its total assets in equity securities and between 30% and 50% of its total assets in debt securities.

For the Fund's stock portion, the sub-advisors pursue a value style of investing. They select stocks that, in their opinion, have above average earnings growth potential and are also selling at a discount to the market. To determine a company's growth prospects, each of the Fund's sub-advisors uses proprietary methods based upon a combination of internal and external research, and analysis of changing economic trends.The value determination is based on each company's financial profile, including price-to-earnings ratio, price-to-book value ratio, assets carried below market value, financial strength, dividend yield and growth expectations.

The bond portion of the Fund is invested in investment grade debt securities, including obligations of the U.S. Government, its agencies and instrumentalities; corporate bonds, notes and debentures; mortgage-backed securities; domestic, Yankeedollar and Eurodollar bank deposit notes; and certificates of deposit.

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Click here for Fund NAVs.

Click here to obtain a fund prospectus or call (800) 388-3344.

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