The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit American Beacon Shapiro Equity Opps R5 to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 13.46 / 1.39 %
- Total Assets 208.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.56%
- Turnover 47%
Morningstar’s Analysis SHXIX
Will SHXIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.