American Beacon Shapiro Equity Opportunities Fund Investor Class
SHXPX
NASDAQ
Weiss Ratings | SHXPX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | SHXPX-NASDAQ | Click to Compare |
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Provider | American Beacon | |||
Manager/Tenure (Years) | Michael A. McCarthy (7), Louis S. Shapiro (7), Harry B. Shapiro (7) | |||
Website | http://www.americanbeaconfunds.com | |||
Fund Information | SHXPX-NASDAQ | Click to Compare |
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Fund Name | American Beacon Shapiro Equity Opportunities Fund Investor Class | |||
Category | Mid-Cap Value | |||
Sub-Category | US Equity Mid Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Sep 12, 2017 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,500.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SHXPX-NASDAQ | Click to Compare |
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Dividend Yield | 0.51% | |||
Dividend | SHXPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.08% | |||
Asset Allocation | SHXPX-NASDAQ | Click to Compare |
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Cash | 2.42% | |||
Stock | 97.58% | |||
U.S. Stock | 97.58% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | SHXPX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.19% | |||
30-Day Total Return | 5.48% | |||
60-Day Total Return | 9.25% | |||
90-Day Total Return | 26.17% | |||
Year to Date Total Return | 8.93% | |||
1-Year Total Return | 5.90% | |||
2-Year Total Return | 18.20% | |||
3-Year Total Return | 22.64% | |||
5-Year Total Return | 81.47% | |||
Price | SHXPX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | SHXPX-NASDAQ | Click to Compare |
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Nav | $14.99 | |||
1-Month Low NAV | $14.17 | |||
1-Month High NAV | $15.10 | |||
52-Week Low NAV | $11.43 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $15.10 | |||
52-Week High Price (Date) | Jul 10, 2025 | |||
Beta / Standard Deviation | SHXPX-NASDAQ | Click to Compare |
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Beta | 1.24 | |||
Standard Deviation | 22.12 | |||
Balance Sheet | SHXPX-NASDAQ | Click to Compare |
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Total Assets | 81.14M | |||
Operating Ratios | SHXPX-NASDAQ | Click to Compare |
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Expense Ratio | 1.07% | |||
Turnover Ratio | 59.00% | |||
Performance | SHXPX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 7.77% | |||
Last Bear Market Total Return | -15.61% | |||