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Morningstar

American Beacon Stephens Mid-Cap Gr R5 SFMIX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 30.66  /  0.76 %
  • Total Assets 577.3 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:17 PM GMT+0

Morningstar’s Analysis SFMIX

Will SFMIX 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 SFMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SFMIX 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 SFMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin American Beacon Stephens Mid-Cap Gr R5's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SFMIX

More SFMIX Holdings
  • Current Portfolio Date
  • Equity Holdings 96
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

2.36
14,206,227
Technology

Cadence Design Systems Inc

2.17
13,101,050
Technology

Icon PLC

2.15
12,950,129
Healthcare

Microchip Technology Inc

2.00
12,036,908
Technology

Fortinet Inc

1.90
11,452,042
Technology

DexCom Inc

1.82
10,971,992
Healthcare

Verisk Analytics Inc

1.82
10,944,248
Industrials

Copart Inc

1.77
10,660,895
Industrials

Tradeweb Markets Inc

1.74
10,508,297
Financial Services

Take-Two Interactive Software Inc

1.71
10,338,285
Communication Services