About SHXIX
The American Beacon Shapiro Equity Opportunities Fund R5 is a U.S. mutual fund focused on providing long-term capital appreciation. Managed by Shapiro Capital Management, the fund primarily invests in U.S. common stocks, following a value-oriented approach that targets companies perceived to be trading below their intrinsic value. It spans diversified sectors, with recent top holdings including companies in healthcare, financial services, technology, and consumer cyclical industries. The fund employs a mid-value investment style and is categorized within the large value segment of mutual funds. Notably, its assets are concentrated, with over 50% allocated to its top ten holdings, reflecting a focused investment strategy. The fund is designed for retirement plans and institutional investors, as indicated by its high minimum initial investment requirement. Its ongoing management includes periodic dividend distributions and an expense ratio that aligns with similar large value retirement funds. The American Beacon Shapiro Equity Opportunities Fund R5 serves as a vehicle for investors seeking diversified exposure to undervalued U.S. equities, balancing sector representation with a disciplined, value-driven process.
Fund Family American Beacon
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SHXIX
Share Class R5 Class
Index Russell 3000 Value TR
SHXIX had a total return of 9.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.66%.
