Morningstar data asof 9/30/24(updated quarterly) Description Fund Objective This fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. Distinguishing Characteristics
Morningstar rating Overall ratingAs of December 2024 Category EUR Moderate Allocation - Global Read theTerms & Conditionsfor the above Lipper data. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid /...
Balanced10% American Balanced Fund®10% Bond14.7% American Funds® Multi-Sector Income Fund4.9% American Funds® Strategic Bond Fund4.9% The Bond Fund of America®4.9% As of 11/30/2024(updated monthly) QUARTERLY HOLDINGS Asset Mix ...
Overall Morningstar Rating for iShares North American Equity Index Fund (UK), Class L, as of Aug 31, 2024 rated against 1735 US Large-Cap Blend Equity Funds. Morningstar Medalist Rating Morningstar has awarded the Fund a Silver medal. Fewer than 10% of US open-end funds hold me...
Overall Morningstar Rating for iShares North American Equity Index Fund (UK), Class X, as of 31/Dec/2024 rated against 1783 US Large-Cap Blend Equity Funds. Morningstar Medalist Rating Morningstar has awarded the Fund a Gold medal. (Effective 15/Feb/2024) ...
Investment RiskEach investment option has varying degrees of risk depending on the investments and investment strategies used. See the applicable underlying fund prospectus for more completeinformation regarding investment risks.Fund Rank MorningstarPercentile Rating...
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Fund overview Category Large Growth Fund family American Century Investments Net assets 5.93B YTD return 26.33% Yield 0.00% Morningstar rating ★★★ Inception date 02 Nov 2023 Performance and risk YTD return 30.45% 5y average return 17.63% Rank in category (ytd) 75 % rank in category (y...
Morningstar Risk Rating High Sustainability Rating ✸ ✸ ✸ ✸ ✸ Net Assets 264.2M Beta (5Y Monthly) 0.89 Yield 1.57% 5y Average Return -- Holdings Turnover 54.00% Last Dividend 0.45 Inception Date Oct 31, 2003 American Beacon Man Lg Cp Value Inv Overview The fund in...