Morningstar

American Beacon Stephens Small Cap Growth Fund C Class SPWCX

Morningstar Medalist Rating
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Medalist Rating as of See American Beacon Investment Hub
  • NAV / 1-Day Return $9.60  /  −1.94 %
  • Fund Size $518.8M
  • Adjusted Expense Ratio 2.060%
  • Net Expense Ratio 2.070%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis SPWCX

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

  • People Pillar

    The People Pillar is our evaluation of the SPWCX 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 SPWCX’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 Sm Cp Gr C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SPWCX

More SPWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

3.41 18M
Cash and Equivalents

Twist Bioscience Corp

2.25 12M
Healthcare

Ligand Pharmaceuticals Inc

2.19 12M
Healthcare

Repligen Corp

2.06 11M
Healthcare

Halozyme Therapeutics Inc

1.98 11M
Healthcare

Xometry Inc Ordinary Shares - Class A

1.96 10M
Industrials

FirstCash Holdings Inc

1.90 10M
Financial Services

EZCORP Inc Registered Shs -A- Non Vtg

1.71 9M
Financial Services

Ollie's Bargain Outlet Holdings Inc

1.70 9M
Consumer Defensive

Travere Therapeutics Inc Ordinary Shares

1.67 9M
Healthcare

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