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Morningstar

American Beacon SiM High Yld Opps Inv SHYPX

Morningstar Analyst Rating
Analyst rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 8.57  /  0.10 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 5.62%
  • Effective Duration 3.80 years

USD | NAV as of Mar 20, 2023 | 1-Day Return as of Mar 20, 2023, 10:29 PM GMT+0

Morningstar’s Analysis SHYPX

Will SHYPX 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 SHYPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Highly differentiated, and high voltage

Analyst

Summary

| by Chiayi Tsui

American Beacon SiM High Yield Opportunities’ strong issuer selection and differentiated approach to portfolio construction distinguish it from the pack; however, bold positioning and a compact portfolio make this strategy a high-voltage one, leading to a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for the pricier ones.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHYPX

More SHYPX Holdings
  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 6
  • Bond Holdings 88
  • Other Holdings 21
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Navios South American Logistics Inc./ Navios Logistics Finance (US) Inc 10.

2.54
36,773,990
Corporate

Strathcona Resources Limited 6.875%

2.14
31,052,312
Corporate

Baytex Energy Corp 8.75%

2.09
30,208,624
Corporate

U.S. Government Money Market S

1.95
28,176,634
Cash and Equivalents

SeaWorld Parks & Entertainment Inc 5.25%

1.86
26,995,356
Corporate

Victorias Secret and Co 4.625%

1.85
26,720,401
Corporate

Vector Group Ltd 10.5%

1.81
26,232,938
Corporate

Station Casinos LLC 4.5%

1.81
26,159,464
Corporate

Townsquare Media, Inc. 6.875%

1.79
25,902,512
Corporate

Euronav Luxembourg SA 6.25%

1.74
25,135,435
Corporate