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AADBX American Beacon Balanced R5 Forecast, Technical & Fundamental Analysis

The investment seeks income and capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Bank of America Corp (NYSE:BAC), Unitedhealth Group (NYSE:UNH), Workday (NASDAQ:WDAY), Carnival Corporation Ltd. (NYSE:CCL).

Industry description

The investment seeks income and capital appreciation. 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, 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.

Market Cap

The average market capitalization across the American Beacon Balanced R5 MF is 503.83B. The market cap for tickers in the group ranges from 10.02B to 4.2T. GOOGL holds the highest valuation in this group at 4.2T. The lowest valued company is APTV at 10.02B.

Volume

The average weekly volume growth across all stocks in the American Beacon Balanced R5 MF was 17%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 45
Profit Risk Rating: 65
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
American Beacon Advisors4151 AMON CARTER BOULEVARDFORT WORTH
Phone
8173916100
Web
www.americanbeaconfunds.com
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AADBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AADBX has been closely correlated with CLBCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if AADBX jumps, then CLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AADBX
1D Price
Change %
AADBX100%
-0.50%
CLBCX - AADBX
87%
Closely correlated
-0.24%
RLBFX - AADBX
84%
Closely correlated
-0.24%
RLBAX - AADBX
83%
Closely correlated
-0.25%
BALFX - AADBX
80%
Closely correlated
-0.24%
BALCX - AADBX
80%
Closely correlated
-0.25%
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