American Beacon SiM High Yield Opportunities Fund Y Class (SHOYX)

10.25
Net Asset Value
+0.10%
1 Day
+1.49%
Year-to-Date
Overall Morningstar Rating
High yield bond
Style or Category
No Load
Sales Expenses
0.99%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks high current income and, secondarily, capital appreciation. The fund normally invests at least 80% of its net assets in non-investment grade securities and/or financial instruments that provide exposure to non-investment grade securities. It may invest in securities of foreign issuers, including those in emerging markets. The fund has no limitations regarding the maturities of the debt securities it can buy, the market capitalization of the issuers of those securities or whether the securities are rated.

Performance

1 month-0.32% 3 years+11.85%
3 months-0.19% 5 years--
1 year+8.78% Since inception+9.16%
Data through --

Peer Comparisonvs. High yield bond

 SHOYXCategory
Performance 5-yr return--+12.57%
Expense ratio0.99%1.13%
Risk 5 year sharpe ratio--1.66
Net assets$689.3M$1.6B
Average market cap$3.3B$12.6B
Average P/E8.321.0
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyAmerican Beacon
Fund manager & tenureGary Pokrzywinski / 3 Years
Minimal initial investment$100,000.00
Minimum IRA investment--

Holdings

Fixed income106.39%
Other5.42%
U.S. stock2.18%
International stock0.26%
Cash0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CIRFP Continental Airls Fin Tr Ii Cv2.68%
-- Davita Healthcare Partners 5.75%2.39%
-- Lynx Ii 144A 6.375%2.38%
-- Alliant Techsystems 144A 5.25%2.38%
-- Tenet Healthcare 4.5%2.35%
-- Digitalglobe 5.25%2.35%
-- Lsb Inds 7.75%2.29%
-- Live Nation Entrtnmt 144A 7%2.26%
-- Sealed Air Corp New 144A 6.5%2.24%
-- Lifepoint Hospitals 144A 5.5%2.22%

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