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American Beacon Funds - American Beacon Shapiro Equity Opportunities Fund (SHXYX)

12.74
+1.22
+(10.59%)
At close: 8:02:12 PM EDT
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  • Previous Close 11.52
  • YTD Return -2.52%
  • Expense Ratio 0.90%
  • Category Mid-Cap Value
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 100.2M
  • Beta (5Y Monthly) 1.15
  • Yield 0.76%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.10
  • 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. It will invest primarily in U.S. common stocks. The fund seeks to achieve its investment objective by investing primarily in the common stock of companies that the fund's investment sub-advisor believes are priced below intrinsic value. It is non-diversified.

American Beacon

Fund Family

Mid-Cap Value

Fund Category

100.2M

Net Assets

2017-09-12

Inception Date

Performance Overview: SHXYX

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Trailing returns as of 4/9/2025. Category is Mid-Cap Value.

YTD Return

SHXYX
2.52%
Category
21.28%
 

1-Year Return

SHXYX
7.09%
Category
55.83%
 

3-Year Return

SHXYX
0.72%
Category
11.08%
 

5-Year Return

SHXYX
16.43%
Category
11.93%
 

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Holdings: SHXYX

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Sector Weightings

SectorSHXYX
Technology   24.24%
Healthcare   14.47%
Industrials   4.60%
Energy   2.77%
Real Estate   0.00%
Utilities   0.00%

Recent News: SHXYX

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Research Reports: SHXYX

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