AABPX
Price:
$12.57
Market Cap:
$109.97M
Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund’s equity investments may include common stocks, preferred stocks, convertible securities, income deposit securities, income trusts, initial public offerings (“IPOs”), master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.
Industry
Asset Management
IPO Date
1994-07-29
Stock Exchange
NASDAQ
Ticker
AABPX
According to American Beacon Balanced Fund’s latest financial reports and current stock price. The company's current ROE is 2.03%. This represents a change of 302.07% compared to the average of 0.51% of the last 4 quarters.
The mean historical ROE of American Beacon Balanced Fund over the last ten years is 4.54%. The current 2.03% ROE has changed -55.27% with respect to the historical average. Over the past ten years (40 quarters), AABPX's ROE was at its highest in in the December 2017 quarter at 2.76%. The ROE was at its lowest in in the June 2023 quarter at -0.29%.
Average
4.54%
Median
4.38%
Minimum
1.85%
Maximum
7.41%
Discovering the peaks and valleys of American Beacon Balanced Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 84.54%
Maximum Annual ROE = 7.41%
Minimum Annual Increase = -86.15%
Minimum Annual ROE = 1.85%
| Year | ROE | Change |
|---|---|---|
| 2023 | 2.03% | -72.56% |
| 2022 | 7.41% | 48.54% |
| 2021 | 4.99% | 18.02% |
| 2020 | 4.23% | 6.91% |
| 2019 | 3.95% | -46.22% |
| 2018 | 7.35% | 10.58% |
| 2017 | 6.65% | 46.65% |
| 2016 | 4.53% | 84.54% |
| 2015 | 2.46% | 32.72% |
| 2014 | 1.85% | -86.15% |
The current ROE of American Beacon Balanced Fund (AABPX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
4.81%
5-year avg
4.52%
10-year avg
4.54%
American Beacon Balanced Fund’s ROE is less than Voya Emerging Markets High Dividend Equity Fund (8.58%), greater than Carlyle Credit Income Fund (-0.91%), greater than Paradigm Select Fund (0%), greater than Allspring Special Global Small Cap Fund (0%), greater than Villere Balanced Fund (0%), greater than Pear Tree Polaris Small Cap Fund (0%), less than AMG TimesSquare Small Cap Growth Fund (0%), greater than SGI Small Cap Core Fund (0%), less than Jackson Square SMID-Cap Growth Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 8.58% | $110.32M | |
| -0.91% | $110.02M | |
| 0% | $112.63M | |
| 0% | $117.14M | |
| 0% | $100.55M | |
| 0% | $93.67M | |
| 0% | $113.41M | |
| 0% | $120.14M | |
| 0% | $107.68M |
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