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American Beacon Stephens Mid-Cap Gr R5 SFMIX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 38.28  /  +0.18 %
  • Total Assets 755.8 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 16%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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.

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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings SFMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

3.36 22.8 Mil
Cash and Equivalents

Cadence Design Systems Inc

2.28 15.5 Mil
Technology

Icon PLC

2.12 14.4 Mil
Healthcare

Manhattan Associates Inc

2.07 14.0 Mil
Technology

Tradeweb Markets Inc

1.93 13.1 Mil
Financial Services

Palo Alto Networks Inc

1.92 13.1 Mil
Technology

Copart Inc

1.83 12.4 Mil
Industrials

Take-Two Interactive Software Inc

1.76 11.9 Mil
Communication Services

Spotify Technology SA

1.76 11.9 Mil
Communication Services

DexCom Inc

1.74 11.8 Mil
Healthcare