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American Beacon Shapiro Smid Cap Equity Fund - Institutional Class: (MF: SHDIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:22 PM ET

$8.74 USD

+0.07 (0.81%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.46 71
3 months 0.57 56
6 months -2.93 88
1 Year 3.26 91
3 Year -1.38 99
5 Year 1.05 94
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -2.80
5 Year 4.03
10 Year NA
Since Inception 5.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -14.21 7.45 5.69 -0.23
2024 3.15 -5.59 4.44 -2.97
2023 6.40 2.15 -10.01 11.93
2022 -2.11 -14.17 -4.44 12.79
2021 18.21 6.53 -3.72 5.69

Annual Return

202620252024202320222021202020192018
% Total Return -1.46-2.80-1.319.47-9.4528.1512.6726.44-16.56
% Total Return Rel to Index 1.06-21.02-26.33-16.768.75-0.52-5.72-5.04-12.17
% Total Return Rel to Peer 0.98-15.51-20.70-13.5210.246.09-7.24-1.97-9.70
% Perf Quintile vs Peer* 2.005.000.005.002.002.004.004.005.00
% Dividends 0.000.000.000.010.020.250.000.000.00
% Yield 0.000.000.000.000.191.790.010.000.00
Capital Gains ($) 0.000.660.450.860.201.310.130.680.75
Expense Ratio 0.000.890.890.890.890.890.900.890.00

* 1 = Top 20%, 5 = Bottom 20%