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American Beacon Shapiro Equity Opportunities Fund - Institutional Class: (MF: SHXIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:20 PM ET

$14.53 USD

+0.03 (0.21%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.84 73
3 months 0.44 58
6 months 2.46 67
1 Year 13.48 53
3 Year 8.91 91
5 Year 5.38 82
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 19.34
5 Year 7.66
10 Year NA
Since Inception 9.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.57 8.75 9.12 3.22
2024 11.09 -3.60 3.80 -4.50
2023 7.00 -0.55 -5.78 12.52
2022 -3.41 -15.57 -9.30 10.01
2021 16.66 5.53 -6.38 7.91

Annual Return

202620252024202320222021202020192018
% Total Return -1.8419.346.1612.80-18.6324.3819.3129.98-9.31
% Total Return Rel to Index 0.201.12-18.86-13.43-0.42-4.290.91-1.50-4.92
% Total Return Rel to Peer 0.126.63-13.23-10.191.062.33-0.591.56-2.45
% Perf Quintile vs Peer* 3.001.000.005.003.003.003.003.004.00
% Dividends 0.000.040.100.110.080.160.050.000.00
% Yield 0.000.230.710.270.590.900.350.000.00
Capital Gains ($) 0.000.910.000.000.930.930.230.610.28
Expense Ratio 0.000.800.800.790.790.790.790.790.00

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