About ABCCX
American Beacon Balanced Fund Class C is a mutual fund designed to provide a balanced approach to investing by allocating its assets across both equities and fixed-income securities. The fund typically invests between 50% and 70% of its portfolio in stocks, and the remainder, 30% to 50%, in bonds, enabling it to target both capital appreciation and income generation. Its equity investments span common and preferred stocks, as well as convertible securities, master limited partnerships, and real estate investment trusts, providing broad sector exposure and diversification. The fixed-income portion encompasses a variety of debt securities, supporting the fund’s income objective.
Managed by American Beacon Advisors since its inception in 2010, the fund employs a multi-manager structure, distributing assets among different sub-advisors to leverage specialized expertise and reduce single-manager risk. With over 380 holdings and a minimum investment requirement, the fund is geared toward investors seeking a moderate risk profile and quarterly income distributions. Its role in the financial market is to serve as a core balanced allocation option, aiming to balance growth potential with income stability within diversified investment portfolios.
Fund Family American Beacon
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol ABCCX
Share Class C Class
Index Russell 1000 Value TR
ABCCX had a total return of 11.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.25%.
