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American Beacon Shapiro SMID Cap Eq Inv (SHDPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.51+0.05 (+0.48%)
At close: 08:05AM EDT

American Beacon Shapiro SMID Cap Eq Inv

FORT WORTH TX 76155

4151 AMON CARTER BOULEVARD

American Beacon Advisors

8173916100
Management Information
Michael A. McCarthy,Lead Manager since September 11, 2017
Michael A. McCarthy has served as Director of Research of the Company since 1990, and is a Chartered Financial Analyst. From 1985 until joining Shapiro in August 1990, he was a portfolio manager at Heilweil, Hollander & Jacobs in Atlanta. In 1987, he was appointed head portfolio manager at Heilweil, Hollander & Jacobs, where he was in charge of managing approximately $125 million. Mr. McCarthy has a BS in Chemical Engineering from the New Jersey Institute of Technology and a MS in Management from the Georgia Institute of Technology.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Value
Fund FamilyAmerican Beacon
Net Assets46.76M
YTD Return-0.56%
Yield0.09%
Morningstar Rating★★
Inception DateOct 28, 2021

Fund Operations

Last Dividend0.01
Last Cap Gain8.00
Holdings Turnover36.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSHDPXCategory Average
Annual Report Expense Ratio (net)0.90%1.16%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio1.37%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A