American Beacon Balanced Fund R5 Class (AADBX) Research
This fund aims to achieve both current income generation and long-term capital growth. Under typical conditions, its asset allocation strategy involves dedicating between 50% and 70% of its total portfolio to equity securities and between 30% and 50% to debt instruments. The fund's equity holdings are broad and may encompass common and preferred stocks, convertible securities, income deposit securities, income trusts, initial public offerings (IPOs), Master Limited Partnerships (MLPs), and Real Estate Investment Trusts (REITs). Furthermore, its equity investments can include various depositary receipts, such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), along with foreign stocks denominated in U.S. dollars that are traded on American exchanges.
Market snapshot
- Symbol
- AADBX
- Price
- $15.55
- Day change
- +0.06%
- Market cap
- $106.5M
- 52-week range
- 14.61-16.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Allspring Global Small Cap Fund Class A (EKGAX)
- Allspring Global Small Cap Fund Class C (EKGCX)
- Goldman Sachs Global Infrastructure Fund Class A (GGIAX)
- Tidal Trust III Intech S&P Large Cap Diversified Alpha ETF (LGDX)
- AMG Veritas Asia Pacific Fund Class N (MGSEX)
- SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX)
- SEI Asset Allocation Trust Aggressive Strategy Fund (SSGAX)
- TCW Relative Value Mid Cap Fund Class N (TGVNX)
Open American Beacon Balanced Fund R5 Class (AADBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.