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American Beacon Shapiro Equity Opps R5 SHXIX

Quantitative rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 13.46  /  1.39 %
  • Total Assets 208.0 Mil
  • 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.



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.

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