American Beacon SiM High Yield Opportunities’ differentiated approach distinguishes it from the pack. A compact portfolio, bold positioning, and elevated exposure to small deals make this strategy an edgier one in the world of high yield.
American Beacon SiM High Yld Opps C SHOCX
- NAV / 1-Day Return 9.07 / +0.16 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.810%
- Distribution Fee Level High
- Share Class Type Level Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 5.76%
- Effective Duration —
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0
Morningstar’s Analysis SHOCX
Will SHOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
U.S. Government Money Market S | 2.97 | 41.0 Mil | Cash and Equivalents |
Strathcona Resources Ltd. 6.875% | 2.37 | 32.8 Mil | Corporate |
Navios South American Logistics Inc./ Navios Logistics Finance (US) Inc 10. | 2.34 | 32.4 Mil | Corporate |
Vector Group Ltd 10.5% | 1.88 | 26.0 Mil | Corporate |
Euronav Luxembourg SA 6.25% | 1.85 | 25.5 Mil | Corporate |
Berry Petroleum Co LLC 7% | 1.85 | 25.5 Mil | Corporate |
Encore Capital Group Inc. 4.25% | 1.79 | 24.7 Mil | Corporate |
Carriage Services, Inc. 4.25% | 1.77 | 24.5 Mil | Corporate |
TTM Technologies Inc 4% | 1.75 | 24.1 Mil | Corporate |
Samhallsbyggnadsbolaget I Norden AB 2.25% | 1.69 | 23.3 Mil | Corporate |