About SHXYX
The American Beacon Shapiro Equity Opportunities Fund Y Class is a mutual fund primarily focused on achieving long-term capital appreciation through investments in U.S. common stocks. Managed by Shapiro Capital Management, the fund employs a value-oriented strategy, selecting institutional-quality equities based on deep fundamental research and a team-driven process. Its portfolio is typically concentrated, with a significant percentage of assets allocated to its top holdings, and it invests across a mix of mid-cap and large-cap companies, with some exposure to small- and micro-cap stocks for diversification.
The fund is categorized within the large value space but employs a mid-value investment style, meaning it tends to seek undervalued companies with strong fundamentals, moderate growth prospects, and resilient business models. The Y Class is an institutional share class, requiring a higher minimum investment, and typically offers a lower expense ratio compared to other share classes. The fund’s holdings span multiple sectors, including healthcare, financial services, technology, consumer cyclical, and communication services, reflecting broad economic engagement.
Overall, the American Beacon Shapiro Equity Opportunities Fund Y Class serves as a vehicle for investors seeking disciplined value exposure with an emphasis on deep research, concentrated bets, and long-term growth potential within the U.S. equity market.
Fund Family American Beacon
Category Mid-Cap Value
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SHXYX
Share Class Y Class
Index Russell 3000 Value TR
SHXYX had a total return of 13.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.51%.
