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Nasdaq - Delayed Quote USD

American Beacon Shapiro SMID Cap Eq R6 (SHDRX)

7.97
+0.07
+(0.89%)
At close: April 17 at 8:02:13 PM EDT

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small- and mid-capitalization companies. It will invest primarily in U.S. common stocks. Although the fund will invest principally in small- and mid-capitalization companies, it may invest in companies of all market capitalizations.

American Beacon Shapiro SMID Cap Eq R6

FORT WORTH TX 76155
4151 AMON CARTER BOULEVARD
8173916100

Fund Overview

Category Small Value
Fund Family American Beacon
Net Assets 30.64M
YTD Return -14.31%
Yield 0.00%
Morningstar Rating
Inception Date Sep 12, 2017

Fund Operations

Last Dividend 0.01
Last Cap Gain 8.00
Holdings Turnover 43.00%
Average for Category --

Fees & Expenses

Expense SHDRX Category Average
Annual Report Expense Ratio (net) 0.90% 1.16%
Prospectus Net Expense Ratio 0.90% --
Prospectus Gross Expense Ratio 1.21% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.15%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael A. McCarthy, Lead Manager since September 12, 2017
• Michael A. McCarthy is the Chief Investment Officer and Co-Founder of the Company. He, along with Sam Shapiro, established the Company in August 1990. Before founding the Company, Mike was the head portfolio manager at Heilweil, Hollander & Jacobs in Atlanta, where he was employed from 1985 to 1990. He holds a Bachelor of Science in Chemical Engineering from the New Jersey Institute of Technology and a Master of Science in Management from the Georgia Institute of Technology. Mike is also a Chartered Financial Analyst (CFA) charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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