American Beacon Shapiro Fund Quote
| SHXIX Fund | USD 14.57 0.07 0.48% |
Performance3 of 100
| Odds Of DistressLess than 22
|
American Beacon is trading at 14.57 as of the 31st of January 2025; that is 0.48 percent up since the beginning of the trading day. The fund's open price was 14.5. American Beacon has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets are invested in equity securities. It will invest primarily in U.S. common stocks. The fund seeks to achieve its investment objective by investing primarily in the common stock of companies that the funds investment sub-advisor believes are priced below intrinsic value. More on American Beacon Shapiro
Moving together with American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Beacon Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, American Beacon (View all Sectors) |
| Update Date | 31st of December 2024 |
American Beacon Shapiro [SHXIX] is traded in USA and was established 31st of January 2025. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of American Beacon family. This fund at this time has accumulated 62.96 M in assets with no minimum investment requirementsAmerican Beacon Shapiro is currently producing year-to-date (YTD) return of 4.58% with the current yeild of 0.01%, while the total return for the last 3 years was 1.47%.
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
| URBN | Urban Outfitters | Stock | Consumer Discretionary | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| DD | Dupont De Nemours | Stock | Materials | |
| RF | Regions Financial | Stock | Financials | |
| GPK | Graphic Packaging Holding | Stock | Materials | |
| MU | Micron Technology | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials |
American Beacon Shapiro Risk Profiles
| Mean Deviation | 0.6537 | |||
| Semi Deviation | 0.9347 | |||
| Standard Deviation | 0.8805 | |||
| Variance | 0.7752 |
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.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |