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Morningstar

American Beacon Stephens Mid-Cap Gr C SMFCX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 25.54  /  +1.67 %
  • Total Assets 707.6 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 16%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SMFCX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMFCX

More SMFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

3.92 28.7 Mil
Cash and Equivalents

Icon PLC

2.41 17.7 Mil
Healthcare

Cadence Design Systems Inc

2.23 16.3 Mil
Technology

Manhattan Associates Inc

2.00 14.7 Mil
Technology

Tradeweb Markets Inc

1.99 14.6 Mil
Financial Services

Spotify Technology SA

1.94 14.2 Mil
Communication Services

Copart Inc

1.87 13.7 Mil
Industrials

Celsius Holdings Inc

1.87 13.7 Mil
Consumer Defensive

Axon Enterprise Inc

1.67 12.3 Mil
Industrials

CrowdStrike Holdings Inc Class A

1.65 12.1 Mil
Technology