SHOCX Mutual Fund

SHOCX Mutual Fund

NAV$9.38
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Fund Essentials - as of May 31, 2026

Net Assets
$27M
Expense Ratio
1.81%
Dividend Yield (Current)
5.14%
Holdings
132
Inception Date
Feb 14, 2011
Fund Family
American Beacon Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.30%
1 Year+6.08%
3 Year+8.30%
5 Year+4.40%
10 Year+5.38%

Asset Allocation

Stocks: 5.45%
Bonds: 93.14%
Cash: 1.37%
Other: 0.05%
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Top Holdings

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TickerNameWeight
PLATIN 9.375 10/03/3Cerdia Finanz 9.375% 10/03/311.64%
SEM 6.25 12/01/32 14Select Medical 6.25% 12/01/321.60%
-Upstart Holdings Inc Conv 0% 02/15/2032 144A 0 2032-02-151.53%
-Firstcash Inc 6.125% 05/01/2034 6.125 2034-05-011.46%
GEO 10.25 04/15/31Geo Group Inc/The Company Guar 04/31 10.251.43%
Top 10 Concentration: 14.63%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.14%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

SHOCX Mutual Fund Overview

SHOCX Mutual Fund (American Beacon SiM High Yield Opportunities Fund Class C) is managed by American Beacon Funds with $26.5M in net assets. SHOCX expense ratio is 1.81%, holding 132 positions across sectors including Health Care, Financials, Consumer Discretionary. Inception date: 2011-02-14.

SHOCX performance shows a YTD return of 1.30%. The 1-year return is 6.08% and the 5-year return is 4.40%. SHOCX dividend yield stands at 5.14%, paid monthly.

SHOCX top holdings include Cerdia Finanz 9.375% 10/03/31 (1.6%), Select Medical 6.25% 12/01/32 (1.6%), Upstart Holdings Inc Conv 0% 02/15/2032 144A 0 2032-02-15 (1.5%), Firstcash Inc 6.125% 05/01/2034 6.125 2034-05-01 (1.5%), Geo Group Inc/The Company Guar 04/31 10.25 (1.4%). Go to all SHOCX holdings, SHOCX sectors, or SHOCX dividends.

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