SHXAX Mutual Fund

SHXAX Mutual Fund

NAV$7.32
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
1.07%
Dividend Yield (Current)
6.19%
Holdings
29
Inception Date
Oct 29, 2021
Fund Family
American Beacon Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.84%
1 Year+19.80%
3 Year+11.91%

Asset Allocation

Stocks: 98.79%
Cash: 1.21%

Top Holdings

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TickerNameWeight
LION:CALionsgate Studios Corp6.57%
BRK.BBrk/B5.66%
FDSFactset Resh Sys Inc5.27%
PINSPinterest Inc5.23%
ZBHZimmer Biomet Holdings Inc.4.91%
Top 10 Concentration: 50.26%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.19%
Frequency
Annually

Peer Comparison

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

SHXAX Mutual Fund (American Beacon Shapiro Equity Opportunities Fund Class A) is managed by American Beacon Funds. SHXAX expense ratio is 1.07%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2021-10-29.

SHXAX performance shows a YTD return of -0.84%. The 1-year return is 19.80%. SHXAX dividend yield stands at 6.19%, paid annually.

SHXAX top holdings include Lionsgate Studios Corp (6.6%), Brk/B (5.7%), Factset Resh Sys Inc (5.3%), Pinterest Inc (5.2%), Zimmer Biomet Holdings Inc. (4.9%). Go to all SHXAX holdings, SHXAX sectors, or SHXAX dividends.

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