American Beacon Shapiro Equity Opps Inv 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 Equity Opportunities Fund Investor Class SHXPX
- NAV / 1-Day Return 15.50 / +0.06 %
- Total Assets 32.4M
-
Adj. Expense Ratio
1.070%
- Expense Ratio 1.070%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.20%
- Turnover 57%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SHXPX
Will SHXPX 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 SHXPX 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 SHXPX’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 50.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lionsgate Studios Corp Ordinary Shares - New | 6.56 | 4M | Communication Services |
Berkshire Hathaway Inc Class B | 5.65 | 3M | Financial Services |
FactSet Research Systems Inc | 5.27 | 3M | Financial Services |
Pinterest Inc Class A | 5.22 | 3M | Communication Services |
Zimmer Biomet Holdings Inc | 4.90 | 3M | Healthcare |
Truist Financial Corp | 4.70 | 3M | Financial Services |
The Walt Disney Co | 4.66 | 3M | Communication Services |
Deckers Outdoor Corp | 4.51 | 2M | Consumer Cyclical |
Amrize Ltd Registered Share | 4.50 | 2M | Basic Materials |
Elanco Animal Health Inc | 4.23 | 2M | Healthcare |
United States