SHXYX:NASDAQ
American Beacon Shapiro Equity Opportunities Fund Y Class – SHXYX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 12.69 | 0.04 (+0.32%) | 11.52 - 15.02 | -- |
Market data as of 12:00AM 04/25/25. Quotes are delayed by at least 15 min.
Overview - SHXYX
The investment seeks long-term capital appreciation.
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.
Growth of $10,000 (10 Years)
| Total Return | 7.88% |
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| Yield (Trailing 12 Mo.) | 0.76% |
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| Expense Ratio | 0.95% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $100,000 |
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| Management Tenure | 8 Years |
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| Fund Inception | 09/12/2017 |
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Trailing Total Returns - SHXYX
as of 03/31/2025
| Timeframe | SHXYX | S&P 500 | Mid-Cap Value |
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| 1 Month | -5.59% | -5.63% | -3.37% |
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| 3 Month | -2.52% | -4.27% | -1.65% |
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| Year-to-Date | -2.52% | -4.27% | -1.65% |
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| 1 Year | -7.09% | 8.25% | 1.45% |
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| 3 Year | -0.72% | 9.06% | 4.80% |
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| 5 Year | 16.43% | 18.59% | 17.58% |
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| 10 Year | -- | 12.50% | 7.53% |
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| Since Inception | 7.88% | 10.98% | -- |
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Sector Allocation - SHXYX
as of 03/31/2025
| Basic Materials | | 1.98% |
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| Consumer Cyclical | | 15.23% |
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| Financial Services | | 17.01% |
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| Real Estate | | 0.00% |
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| Consumer Defensive | | 0.00% |
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| Healthcare | | 14.47% |
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| Utilities | | 0.00% |
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| Communication Services | | 19.69% |
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| Energy | | 2.77% |
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| Industrials | | 4.60% |
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| Technology | | 24.24% |
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Asset Allocation - SHXYX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 98.92 | 98.92 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 0.00 | 0.00 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 98.92 | 98.92 |
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| Cash | -- | | | 1.08 | 1.08 |
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| Total Net Assets | $100.20M |
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| Total Stock Holdings | 25 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - SHXYX
as of 03/31/2025
Valuation & Growth - SHXYX
as of 03/31/2025
| Valuation | SHXYX | Category Range |
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| Price/Earnings | 20.37 | |
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| Price/Book | 1.63 | |
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| Price/Sales | 1.23 | |
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| Price/Cash Flow | 11.45 | |
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| Dividend Yield | 1.07 | |
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| LT Earnings | 9.04 | |
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| Historical Earnings | 17.77 | |
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| Sales Growth | 5.72 | |
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| Cash-Flow Growth | -1.52 | |
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| Book-Value Growth | 4.02 | |
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