SHXCX — American Beacon Shapiro Equity Opportunities Fund
Data updated: 2026-05-29
SHXCX — American Beacon Shapiro Equity Opportunities Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Value Equity · $54.27M AUM · 1.82% expense ratio · 11.5% 1-yr return. From SEC regulatory filings.
SHXCX Fund Overview
SHXCX — American Beacon Shapiro Equity Opportunities Fund is a US mutual fund managed by American Beacon Funds, categorised as United States Mid Cap Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: American Beacon Funds
- Category: United States Mid Cap Value Equity
- Assets under management: $54.27M
- 1-year return: 11.5%
- Ticker: SHXCX
- SEC CIK: 0000809593
- SEC series ID: S000058551
- Share class ID: C000233649
SHXCX Holdings
Top 10 holdings of American Beacon Shapiro Equity Opportunities Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Lionsgate Studios Corp | 6.57% |
| Berkshire Hathaway Inc | 5.66% |
| FactSet Research Systems Inc | 5.27% |
| Pinterest Inc | 5.23% |
| Zimmer Biomet Holdings Inc | 4.91% |
| Truist Financial Corp | 4.70% |
| Walt Disney Co/The | 4.67% |
| Deckers Outdoor Corp | 4.51% |
| Amrize Ltd | 4.50% |
| Elanco Animal Health Inc | 4.24% |
SHXCX Portfolio Allocation
Asset-class allocation of American Beacon Shapiro Equity Opportunities Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.8% |
| Cash & Equivalents | 1.2% |
SHXCX Performance
Total returns for SHXCX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -8.2% |
| 1 year | 11.5% |
| 3 years (annualised) | 6.0% |
SHXCX Risk Information
Risk metrics for SHXCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 16.7%
SHXCX Costs and Fees
SHXCX costs about $182 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.82%
- Gross expense ratio: 1.96%
- Portfolio turnover: 57%
- Brokerage commissions: 12.92 bps of average net assets (SEC N-CEN)
SHXCX Cashflows
Over the 12 months to 2026-03, American Beacon Shapiro Equity Opportunities Fund had net outflows of $51.88M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$272.89K |
| 2026-02 | −$580.76K |
| 2026-01 | −$6.43M |
| 2025-12 | $28.17K |
| 2025-11 | −$491.04K |
| 2025-10 | −$622.19K |
SHXCX Debt Constituents
No individual debt constituents are reported in American Beacon Shapiro Equity Opportunities Fund's latest SEC N-PORT filing.
SHXCX Prospectus and SEC Filings
Official American Beacon Shapiro Equity Opportunities Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Mid Cap Value Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.