SHEAX Mutual Fund

SHEAX Mutual Fund (American Beacon Shapiro SMID Cap Equity Fund Class A) is managed by American Beacon Funds. SHEAX expense ratio is 1.26%, holding 31 positions across sectors including Information Technology, Materials, Consumer Discretionary. Inception date: 2021-10-29.

SHEAX performance shows a YTD return of -6.35%. The 1-year return is 5.62%. SHEAX dividend yield stands at 7.76%, paid annually.

SHEAX 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 SHEAX holdings, SHEAX sectors, or SHEAX dividends.

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