| Total Return | 29.20 | 15.64 | -2.75 | 17.47 | 11.62 |
| Category Average | 27.12 | 15.29 | -2.43 | 14.70 | 11.06 |
| Assets for Each Yr* | 13.76 | 16.46 | 15.49 | 17.50 | 20.42 |
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 11.62 | 10.86 | 4.97 | ||
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $20,416 mil | $2,500 | 1.40 | 98.60 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.8 | 74.82 | 1.24 | Average |
| International Stock | 3.0 | 12.61 | 1.30 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.2 | 8.00 | 1.07 | Average |
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| JPMorgan Chase & Co* | Financial Services | 23.34 | 1.84 | |
| Wells Fargo & Co* | Financial Services | 18.93 | 1.40 | |
| Johnson & Johnson* | Healthcare | 27.06 | 1.28 | |
| Pfizer Inc* | Healthcare | 18.74 | 1.15 | |
| Bank of America Corporation* | Financial Services | 14.73 | 1.13 | |
| Microsoft Corporation* | Technology | 31.30 | 1.03 | |
| Citigroup Inc* | Financial Services | 28.97 | 0.99 | |
| AT&T Inc* | Communication Services | 11.30 | 0.89 | |
| General Electric Co* | Industrials | 14.58 | 0.88 | |
| Philip Morris International, Inc* | Consumer Defensive | 13.37 | 0.83 | |
| Merck & Co Inc* | Healthcare | 15.14 | 0.74 | |
| MetLife Inc* | Financial Services | 29.69 | 0.67 | |
| Kroger Co* | Consumer Defensive | 32.28 | 0.63 | |
| Johnson Controls Inc* | Consumer Cyclical | 22.50 | 0.62 | |
| Public Service Enterprise Group * | Utilities | 13.27 | 0.61 | |
| Capital One Financial Corp* | Financial Services | 6.84 | 0.59 | |
| Medtronic, Inc.* | Healthcare | 26.26 | 0.58 | |
| PNC Financial Services Group Inc* | Financial Services | 23.62 | 0.57 | |
| Hewlett-Packard Co* | Technology | 49.91 | 0.56 | |
| Wal-Mart Stores Inc* | Consumer Cyclical | 14.28 | 0.54 | |
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| American Beacon Mid Cap Valu | 9 | -- | ||
| American Beacon Retire Inc & | 9 | -- | ||
| American Beacon Bridgeway Lg | 11 | 09-07-10 | ||
| American Beacon Balanced Ins | 13 | -- | ||
| American Beacon Intl Equity | 14 | 02-12-13 | ||
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| American Beacon Treas Infl P | 75 | -- | ||
| American Beacon Short-Term B | 73 | -- | ||
| American Beacon Intermediate | 63 | -- | ||
| American Beacon High Yld Bd | 60 | -- | ||
| American Beacon Emerging Mkt | 49 | -- | ||
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| American Beacon S&P 500 Idx | 0.15 | -- | ||
| American Beacon Small Cap Id | 0.21 | -- | ||
| American Beacon Treas Infl P | 0.27 | -- | ||
| American Beacon Intermediate | 0.33 | -- | ||
| American Beacon Short-Term B | 0.37 | -- | ||
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| American Beacon Zebra Small | 1.49 | -- | ||
| American Beacon Flexible Bon | 1.39 | -- | ||
| American Beacon Stephens Mid | 1.37 | -- | ||
| American Beacon SiM High Yld | 1.34 | -- | ||
| American Beacon Stephens Sm | 1.34 | -- | ||
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| American Beacon Shor | Michael W. Fields | 14.00 | ||
| American Beacon Bala | James P. Barrow | 13.90 | ||
| American Beacon Inte | Michael W. Fields | 11.30 | ||
| American Beacon Lg C | James P. Barrow | 11.30 | ||
| American Beacon Holl | Monica L. Walker | 10.60 | ||
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| American Beacon The | J. Brian Campbell | 0.90 | ||
| American Beacon Smal | Richard Beaven | 1.50 | ||
| American Beacon Flex | Wyatt L. Crumpler | 1.80 | ||
| American Beacon SiM | Kirk L. Brown | 2.10 | ||
| American Beacon Smal | Edward Corallo | 2.20 | ||