American Beacon SiM High Yield Opportunities relies on a lean but seasoned team whose distinct investment approach has long differentiated the strategy, though its growing asset base and still-large investment in smaller issues raise capacity concerns. The strategy tends to sit on the higher-yielding, more volatile end of the high-yield bond Morningstar Category as a result, so investor patience is especially important.
American Beacon SiM High Yield Opportunities Fund R5 Class SHOIX
- NAV / 1-Day Return 9.45 / 0.00
- Total Assets 2.4B
-
Adj. Expense Ratio
0.740%
- Expense Ratio 0.740%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 6.28%
- Effective Duration —
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SHOIX
Will SHOIX 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 SHOIX 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 SHOIX’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 15.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
U.S. Government Money Market S | 3.19 | 71M | Cash and Equivalents |
Select Medical Corporation 6.25% | 1.71 | 38M | Corporate |
Paratus Energy Services Sr Secured 06/29 9.5 | 1.61 | 36M | Corporate |
Firstcash Inc 6.125% | 1.56 | 35M | Corporate |
Minerva Luxembourg S.A. 8.875% | 1.53 | 34M | Corporate |
GEO Group Inc 10.25% | 1.51 | 34M | Corporate |
Tenet Healthcare Corporation 5.5% | 1.51 | 34M | Corporate |
Flutter Treasury Designated Activity Co. 5.875% | 1.51 | 34M | Corporate |
Composecure Holdings LLC 5.625% | 1.50 | 33M | Corporate |
Acadia Healthcare Company, Inc. 7.375% | 1.50 | 33M | Corporate |
United States