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Morningstar

American Beacon Shapiro SMID Cap Eq Y SHDYX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 10.53  /  −0.75 %
  • Total Assets 46.4 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.08%
  • Turnover 36%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis SHDYX

Will SHDYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHDYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHDYX 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 SHDYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit American Beacon Shapiro SMID Cap Eq Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SHDYX

More SHDYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lions Gate Entertainment Corp Registered Shs -B- Non Vtg

5.31 2.8 Mil
Communication Services

Graphic Packaging Holding Co

5.02 2.6 Mil
Consumer Cyclical

Elanco Animal Health Inc

4.93 2.6 Mil
Healthcare

Mohawk Industries Inc

4.84 2.5 Mil
Consumer Cyclical

Atlanta Braves Holdings Inc Class C

4.84 2.5 Mil
Communication Services

SS&C Technologies Holdings Inc

4.79 2.5 Mil
Technology

Infinera Corp

4.75 2.5 Mil
Technology

Ultra Clean Holdings Inc

4.74 2.5 Mil
Technology

Topgolf Callaway Brands Corp

4.71 2.5 Mil
Consumer Cyclical

Ingredion Inc

4.59 2.4 Mil
Consumer Defensive