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Morningstar

American Beacon Stephens Sm Cp Gr Y SPWYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Beacon Investment Hub

Morningstar’s Analysis SPWYX

Will SPWYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPWYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPWYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPWYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

American Beacon Stephens Sm Cp Gr Y’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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