SHDCX Mutual Fund

SHDCX Mutual Fund

NAV$8.27

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
2.02%
Dividend Yield (Current)
8.05%
Holdings
31
Inception Date
Oct 29, 2021
Fund Family
American Beacon Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-6.67%
1 Year+4.93%
3 Year+0.54%

Asset Allocation

Stocks: 98.70%
Cash: 1.30%

Top Holdings

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TickerNameWeight
LION:CALionsgate Studios Corp6.76%
PNFPSteel Newco Inc5.01%
MSGSMadison Square Garden Entertainment Corp5.01%
ASHAshland Global Holdings Inc4.87%
VYXNcr Voyix Corp.4.78%
Top 10 Concentration: 49.15%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.05%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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SHDCX Mutual Fund Overview

SHDCX Mutual Fund (American Beacon Shapiro SMID Cap Equity Fund Class C) is managed by American Beacon Funds. SHDCX expense ratio is 2.02%, holding 31 positions across sectors including Information Technology, Materials, Consumer Discretionary. Inception date: 2021-10-29.

SHDCX performance shows a YTD return of -6.67%. The 1-year return is 4.93%. SHDCX dividend yield stands at 8.05%, paid annually.

SHDCX top holdings include Lionsgate Studios Corp (6.8%), Steel Newco Inc (5.0%), Madison Square Garden Entertainment Corp (5.0%), Ashland Global Holdings Inc (4.9%), Ncr Voyix Corp. (4.8%). Go to all SHDCX holdings, SHDCX sectors, or SHDCX dividends.

SHDCX can be compared against other funds. Use SHDCX overlap to find shared positions, or SHDCX vs another fund for a side-by-side view. SHDCX alternatives are available via the screener, along with tax-loss harvesting opportunities.