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Morningstar

American Beacon Stephens Sm Cp Gr Y SPWYX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 14.02  /  −0.64 %
  • Total Assets 330.8 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPWYX

More SPWYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

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CyberArk Software Ltd

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Technology

Celsius Holdings Inc

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Consumer Defensive

FirstCash Holdings Inc

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Financial Services

Onto Innovation Inc

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Technology

Manhattan Associates Inc

2.01 6.8 Mil
Technology

Viper Energy Inc Ordinary Shares - Class A

1.97 6.7 Mil
Energy

BellRing Brands Inc Class A

1.84 6.2 Mil
Consumer Defensive

Axon Enterprise Inc

1.74 5.9 Mil
Industrials

HealthEquity Inc

1.74 5.9 Mil
Healthcare