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American Beacon Stephens Sm Cp Gr Y SPWYX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 14.78  /  +0.54 %
  • Total Assets 347.0 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • 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
  • Turnover 15%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SPWYX

Will SPWYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

American Beacon Stephens Sm Cp Gr Y’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SPWYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

4.93 15.4 Mil
Cash and Equivalents

FirstCash Holdings Inc

2.21 6.9 Mil
Financial Services

CyberArk Software Ltd

2.09 6.5 Mil
Technology

Manhattan Associates Inc

2.09 6.5 Mil
Technology

BellRing Brands Inc Class A

1.94 6.1 Mil
Consumer Defensive

Onto Innovation Inc

1.93 6.0 Mil
Technology

SPS Commerce Inc

1.86 5.8 Mil
Technology

Viper Energy Inc Ordinary Shares - Class A

1.84 5.8 Mil
Energy

HealthEquity Inc

1.73 5.4 Mil
Healthcare

RBC Bearings Inc

1.63 5.1 Mil
Industrials