American Beacon Shapiro SMID Cap Equity Fund - Investor Class

Frequently Asked Questions About SHDPX

What does SHDPX invest in?

This fund's objective is to deliver significant long-term growth for invested capital alongside a consistent stream of income. Under typical market conditions, at least 80% of its total assets, including any funds obtained through borrowing for investment, will be channeled into equity securities of companies characterized by small to medium market capitalizations. Its portfolio will predominantly consist of common stocks issued by U.S.-based companies. While the primary emphasis remains on small and mid-sized corporations, the fund maintains the discretion to invest in businesses across the full range of market capitalizations, encompassing even large-cap enterprises.

What is the expense ratio of SHDPX?

American Beacon Shapiro SMID Cap Equity Fund - Investor Class (SHDPX) charges an expense ratio of 1.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SHDPX?

American Beacon Shapiro SMID Cap Equity Fund - Investor Class (SHDPX) manages $21.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SHDPX actively managed or an index fund?

SHDPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SHDPX launched?

American Beacon Shapiro SMID Cap Equity Fund - Investor Class (SHDPX) launched in September 2017 and is managed by American Beacon.

How has SHDPX performed?

SHDPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.