Morningstar

American Beacon Stephens Mid-Cap Growth Fund Y Class SMFYX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 37.75  /  −0.53 %
  • Total Assets 757.6M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

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 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

2.31 16M
Industrials

Ross Stores Inc

2.08 14M
Consumer Cyclical

Coherent Corp

2.03 14M
Technology

FirstCash Holdings Inc

1.91 13M
Financial Services

TechnipFMC PLC

1.80 12M
Energy

RBC Bearings Inc

1.73 12M
Industrials

Burlington Stores Inc

1.65 11M
Consumer Cyclical

Exelixis Inc

1.61 11M
Healthcare

Leonardo DRS Inc

1.57 11M
Industrials

Five Below Inc

1.56 11M
Consumer Cyclical

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