American Beacon Shapiro Equity Opportunities Fund Investor Class (SHXPX)
| Fund Assets | 58.22M |
| Expense Ratio | 1.07% |
| Min. Investment | $2,500 |
| Turnover | 57.00% |
| Dividend (ttm) | 0.95 |
| Dividend Yield | 6.65% |
| Dividend Growth | 1,179.19% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 22, 2025 |
| Previous Close | 14.24 |
| YTD Return | -7.58% |
| 1-Year Return | 13.26% |
| 5-Year Return | 11.70% |
| 52-Week Low | 11.43 |
| 52-Week High | 16.31 |
| Beta (5Y) | n/a |
| Holdings | 27 |
| Inception Date | Sep 12, 2017 |
About SHXPX
The American Beacon Shapiro Equity Opportunities Fund Investor Class is an actively managed mutual fund seeking long-term capital appreciation through a value-oriented investment strategy. Managed by Shapiro Capital Management, this fund primarily invests in U.S. common stocks, with a focus on small- and mid-cap companies that are considered undervalued based on deep fundamental research. The portfolio is relatively concentrated, often holding a modest number of positions, which increases the impact of individual holdings on overall fund performance. With a significant portion of assets allocated to top holdings spanning sectors such as technology, financial services, consumer cyclical, and healthcare, the fund is positioned within the mid-value investment style category. Its investment approach may help limit downside risk over time, though this could result in more modest gains compared to higher-risk equity funds. The fund’s management emphasizes institutional-quality research and a team-oriented process, aiming to identify opportunities with strong long-term potential while maintaining disciplined risk controls.
Performance
SHXPX had a total return of 13.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.34%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
49.95% of assets| Name | Symbol | Weight |
|---|---|---|
| Berkshire Hathaway Inc. | BRK.B | 5.70% |
| FactSet Research Systems Inc. | FDS | 5.25% |
| Graphic Packaging Holding Company | GPK | 5.19% |
| Truist Financial Corporation | TFC | 5.19% |
| Lionsgate Studios Corp. | LION | 5.13% |
| Deckers Outdoor Corporation | DECK | 5.11% |
| NCR Voyix Corporation | VYX | 4.83% |
| Pinterest, Inc. | PINS | 4.55% |
| The Walt Disney Company | DIS | 4.52% |
| Bank of America Corporation | BAC | 4.49% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 22, 2025 | $0.9466 | Dec 23, 2025 |
| Dec 20, 2024 | $0.074 | Dec 23, 2024 |
| Dec 21, 2023 | $0.0821 | Dec 22, 2023 |
| Dec 22, 2022 | $0.977 | Dec 23, 2022 |
| Dec 22, 2021 | $1.030 | Dec 23, 2021 |
| Dec 22, 2020 | $0.2747 | Dec 23, 2020 |