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.
American Beacon Stephens Small Cap Growth Fund C Class SPWCX
- NAV / 1-Day Return 9.47 / −1.97 %
- Total Assets 517.6M
-
Adj. Expense Ratio
2.060%
- Expense Ratio 2.070%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 35%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SPWCX
Will SPWCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
U.S. Government Money Market S | 3.53 | 18M | Cash and Equivalents |
Bloom Energy Corp Class A | 2.47 | 12M | Industrials |
EZCORP Inc Registered Shs -A- Non Vtg | 2.18 | 11M | Financial Services |
RBC Bearings Inc | 2.02 | 10M | Industrials |
Powell Industries Inc | 2.02 | 10M | Industrials |
MACOM Technology Solutions Holdings Inc | 2.00 | 10M | Technology |
FirstCash Holdings Inc | 1.94 | 10M | Financial Services |
Encore Capital Group Inc | 1.83 | 9M | Financial Services |
nLight Inc | 1.77 | 9M | Technology |
Ligand Pharmaceuticals Inc | 1.75 | 9M | Healthcare |
United States