American Beacon Shapiro SMID Cap Eq R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
American Beacon Shapiro SMID Cap Equity Fund R6 Class SHDRX
- NAV / 1-Day Return 8.94 / 0.00
- Total Assets 21.1M
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.890%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 67%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SHDRX
Will SHDRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SHDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SHDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lionsgate Studios Corp Ordinary Shares - New | 6.76 | 1M | Communication Services |
Pinnacle Financial Partners Inc | 5.01 | 1M | Financial Services |
Madison Square Garden Sports Corp Class A | 5.01 | 1M | Communication Services |
Ashland Inc | 4.86 | 1M | Basic Materials |
NCR Voyix Corp | 4.78 | 1M | Technology |
Donnelley Financial Solutions Inc | 4.67 | 1M | Technology |
Tenable Holdings Inc | 4.62 | 1M | Technology |
Blackbaud Inc | 4.54 | 1M | Technology |
Callaway Golf Co | 4.44 | 980,275 | Consumer Cyclical |
Atlanta Braves Holdings Inc Class C | 4.44 | 980,008 | Communication Services |
United States