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

Net Asset Value
1 Day
Overall Morningstar Rating
High yield bond
Style or Category
No Load
Sales Expenses
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.


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

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%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


Fixed income106.39%
U.S. stock2.18%
International stock0.26%
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%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.