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American Beacon Stephens Mid-Cap Gr Inv STMGX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 29.20  /  −0.65 %
  • Total Assets 745.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 16%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis STMGX

Will STMGX outperform in future?

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

A lowering of its Process Pillar rating is the primary driver of American Beacon Stephens Mid-Cap Gr Inv's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings STMGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

4.08 30.4 Mil
Cash and Equivalents

Icon PLC

2.49 18.5 Mil
Healthcare

Tradeweb Markets Inc

2.08 15.5 Mil
Financial Services

Cadence Design Systems Inc

1.98 14.8 Mil
Technology

Copart Inc

1.90 14.2 Mil
Industrials

Spotify Technology SA

1.81 13.5 Mil
Communication Services

Manhattan Associates Inc

1.76 13.2 Mil
Technology

Burlington Stores Inc

1.68 12.5 Mil
Consumer Cyclical

Celsius Holdings Inc

1.63 12.1 Mil
Consumer Defensive

CrowdStrike Holdings Inc Class A

1.62 12.1 Mil
Technology