Morningstar

American Beacon Stephens Small Cap Growth Fund Y Class SPWYX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 17.65  /  −2.05 %
  • Total Assets 558.1M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 35%

USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SPWYX

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

  • People Pillar

    The People Pillar is our evaluation of the SPWYX 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 SPWYX’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 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 SPWYX

More SPWYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

2.36 13M
Cash and Equivalents

Ligand Pharmaceuticals Inc

2.17 12M
Healthcare

Powell Industries Inc

1.86 10M
Industrials

Xometry Inc Ordinary Shares - Class A

1.85 10M
Industrials

FirstCash Holdings Inc

1.82 10M
Financial Services

EZCORP Inc Registered Shs -A- Non Vtg

1.78 10M
Financial Services

RBC Bearings Inc

1.76 10M
Industrials

VSE Corp

1.75 10M
Industrials

MACOM Technology Solutions Holdings Inc

1.70 9M
Technology

nLight Inc

1.58 9M
Technology

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