Back to top
more

American Beacon Balanced Fund Investor Class: (MF: AABPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:16 PM ET

$11.54 USD

+0.02 (0.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.09 46
3 months 4.44 26
6 months 6.61 56
1 Year 11.21 77
3 Year 11.45 71
5 Year 7.70 43
10 Year 8.94 50

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 88.74
Bear Market (10/07 - 2/09) -37.92
Bull Market (2/09 - 3/21) 390.12

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.31
5 Year 8.02
10 Year 8.19
Since Inception 7.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.86 3.17 4.61 2.25
2024 5.85 -0.78 6.47 -1.58
2023 1.48 2.97 -1.67 9.03
2022 -1.74 -9.52 -5.59 9.79
2021 8.41 4.31 -1.33 4.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0911.3110.0512.03-7.8516.346.0922.03-8.2212.2412.01
% Total Return Rel to Index -0.33-6.90-14.96-14.2110.34-12.33-12.30-9.45-3.82-9.550.07
% Total Return Rel to Peer -0.55-1.86-1.57-1.925.893.15-5.183.26-2.65-0.915.66
% Perf Quintile vs Peer* 4.004.000.004.001.002.005.001.005.004.001.00
% Dividends 0.000.270.250.230.190.250.250.220.200.470.25
% Yield 0.002.051.932.031.551.681.671.421.402.851.66
Capital Gains ($) 0.001.011.100.061.161.181.651.161.120.800.00
Expense Ratio 0.001.151.171.041.030.991.200.970.950.890.95

* 1 = Top 20%, 5 = Bottom 20%