SHXIX Mutual Fund

SHXIX Mutual Fund (American Beacon Shapiro Equity Opportunities Fund Class R5) is managed by American Beacon Funds with $50.7M in net assets. SHXIX expense ratio is 0.80%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2017-09-12.

SHXIX performance shows a YTD return of -0.76%. The 1-year return is 20.15% and the 5-year return is 3.06%. SHXIX dividend yield stands at 6.08%, paid annually.

SHXIX top holdings include Lionsgate Studios Corp. Common Shares (6.6%), Berkshire Hathaway Inc Brk/B Us Equity (5.7%), Factset Research Systems Inc. (5.3%), Pinterest Inc. Class A (5.2%), Zimmer Biomet Holdings (4.9%). Go to all SHXIX holdings, SHXIX sectors, or SHXIX dividends.

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