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American Beacon Funds - American Beacon Shapiro SMID Cap Equity Fund (SHEAX)

7.69
+0.06
+(0.79%)
At close: 8:02:13 PM EDT
Loading Chart for SHEAX
  • Previous Close 7.63
  • YTD Return -14.31%
  • Expense Ratio 1.26%
  • Category Small Value
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 30.64M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.01
  • Inception Date Sep 12, 2017

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

Fund Family

Small Value

Fund Category

30.64M

Net Assets

2017-09-12

Inception Date

Performance Overview: SHEAX

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Trailing returns as of 4/17/2025. Category is Small Value.

YTD Return

SHEAX
14.31%
Category
26.79%
 

1-Year Return

SHEAX
18.22%
Category
71.02%
 

3-Year Return

SHEAX
5.36%
Category
9.35%
 

5-Year Return

SHEAX
10.99%
Category
12.17%
 

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Holdings: SHEAX

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Sector Weightings

SectorSHEAX
Technology   32.09%
Healthcare   10.64%
Industrials   5.75%
Energy   1.41%
Utilities   1.37%
Real Estate   0.00%

Recent News: SHEAX

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Research Reports: SHEAX

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