Morningstar

American Beacon Stephens Mid-Cap Growth Fund Y Class SMFYX

Morningstar Medalist Rating
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Medalist Rating as of See American Beacon Investment Hub
  • NAV / 1-Day Return $38.27  /  +2.33 %
  • Fund Size $855.3M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis SMFYX

Will SMFYX outperform in the 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 SMFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Beacon Stephens Mid-Cap Gr Y holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SMFYX

More SMFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

3.71 30M
Cash and Equivalents

Illumina Inc

2.17 18M
Healthcare

Okta Inc Class A

2.07 17M
Technology

FirstCash Holdings Inc

1.78 14M
Financial Services

Everpure Inc Class A

1.75 14M
Technology

TechnipFMC PLC

1.73 14M
Energy

Repligen Corp

1.70 14M
Healthcare

Exelixis Inc

1.64 13M
Healthcare

Fastenal Co

1.63 13M
Industrials

Teradyne Inc

1.55 13M
Technology

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