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

10.14
Net Asset Value
0.00%
1 Day
+0.40%
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+0.14% 3 years+12.08%
3 months-0.65% 5 years--
1 year+6.18% Since inception+8.50%
Data through --

Peer Comparisonvs. High yield bond

 SHOYXCategory
Performance 5-yr return--+9.39%
Expense ratio0.99%1.13%
Risk 5 year sharpe ratio--1.45
Net assets$719.6M$1.5B
Average market cap$2.4B$10.4B
Average P/E14.918.4
Portfolio turnover38%38%

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--

Holdings

Fixed income105.20%
Other5.18%
U.S. stock2.35%
International stock0.77%
Cash0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Fly Leasing 6.75%2.33%
-- Station Casinos 7.5%2.30%
-- Southern Graphics 144A 8.375%2.28%
-- Tenet Healthcare 4.5%2.28%
-- Lynx Ii 144A 6.375%2.26%
-- Alliant Techsystems 144A 5.25%2.26%
-- Digitalglobe 5.25%2.22%
-- Continental Airls Fin Tr Ii Cv2.20%
-- Lsb Inds 7.75%2.19%
-- Sensata Tech Bv 144A 4.875%2.19%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices 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.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.