American Beacon Shapiro Fund Quote
| SHDIX Fund | USD 10.11 0.03 0.30% |
PerformanceVery Weak
| Odds Of DistressLow
|
American Beacon is trading at 10.11 as of the 25th of February 2025; that is 0.3 percent down since the beginning of the trading day. The fund's open price was 10.14. American Beacon has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of January 2025 and ending today, the 25th of February 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities of small- and mid-capitalization companies. It will invest primarily in U.S. common stocks. Although the fund will invest principally in small- and mid-capitalization companies, it may invest in companies of all market capitalizations.. More on American Beacon Shapiro
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American Mutual Fund Highlights
| Fund Concentration | American Beacon Funds, Large Funds, Small Value Funds, Small Value, American Beacon (View all Sectors) |
| Update Date | 31st of December 2024 |
American Beacon Shapiro [SHDIX] is traded in USA and was established 25th of February 2025. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Small Value category and is part of American Beacon family. This fund at this time has accumulated 4.23 M in assets with no minimum investment requirementsAmerican Beacon Shapiro is currently producing year-to-date (YTD) return of 1.62%, while the total return for the last 3 years was -0.42%.
Check American Beacon Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Beacon Shapiro Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Beacon Shapiro Mutual Fund Constituents
| MDY | SPDR SP MIDCAP | Etf | Mid-Cap Blend | |
| KR | Kroger Company | Stock | Consumer Staples | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| THS | Treehouse Foods | Stock | Consumer Staples | |
| CRI | Carters | Stock | Consumer Discretionary | |
| ALB | Albemarle Corp | Stock | Materials | |
| CADE | Cadence Bancorp | Stock | Financials |
American Beacon Shapiro Risk Profiles
| Mean Deviation | 0.7648 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 | |||
| Risk Adjusted Performance | (0.12) |
American Beacon Against Markets
Other Information on Investing in American Mutual Fund
American Beacon financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Beacon security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |