Morningstar

American Beacon Stephens Mid-Cap Growth Fund Investor Class STMGX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 28.96  /  +0.98 %
  • Total Assets 825.4M
  • Adj. Expense Ratio
    1.150%
  • 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 0.00
  • Turnover 51%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis STMGX

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

  • People Pillar

    The People Pillar is our evaluation of the STMGX 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 STMGX’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 Mid-Cap Gr Inv 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STMGX

More STMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

2.98 24M
Cash and Equivalents

TechnipFMC PLC

1.98 16M
Energy

Axon Enterprise Inc

1.84 15M
Industrials

FirstCash Holdings Inc

1.80 14M
Financial Services

Okta Inc Class A

1.79 14M
Technology

Illumina Inc

1.68 14M
Healthcare

Exelixis Inc

1.67 13M
Healthcare

Fastenal Co

1.62 13M
Industrials

Live Nation Entertainment Inc

1.60 13M
Communication Services

Repligen Corp

1.59 13M
Healthcare

Sponsor Center