SHDYX Mutual Fund

SHDYX Mutual Fund

NAV$8.86

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.97%
Dividend Yield (Current)
7.52%
Holdings
31
Inception Date
Sep 12, 2017
Fund Family
American Beacon Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-6.26%
1 Year+6.05%
3 Year-0.81%
5 Year-2.23%

Asset Allocation

Stocks: 98.70%
Cash: 1.30%

Top Holdings

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TickerNameWeight
LION:CALionsgate Studios Corp. Common Shares6.76%
PNFPPinnacle Financial Partners Inc5.01%
MSGSMadison Square Garden Entertainment Corp5.01%
ASHAshland Global Holdings Inc4.87%
NCRNcr 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)
7.52%
Frequency
Annually
Latest Distribution
$1.57
-

Peer Comparison

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

SHDYX Mutual Fund (American Beacon Shapiro SMID Cap Equity Fund Y Class) is managed by American Beacon Funds. SHDYX expense ratio is 0.97%, holding 31 positions across sectors including Information Technology, Materials, Consumer Discretionary. Inception date: 2017-09-12.

SHDYX performance shows a YTD return of -6.26%. The 1-year return is 6.05% and the 5-year return is -2.23%. SHDYX dividend yield stands at 7.52%, paid annually.

SHDYX top holdings include Lionsgate Studios Corp. Common Shares (6.8%), Pinnacle Financial Partners Inc (5.0%), Madison Square Garden Entertainment Corp (5.0%), Ashland Global Holdings Inc (4.9%), Ncr Corp. (4.8%). Go to all SHDYX holdings, SHDYX sectors, or SHDYX dividends.

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