A strong management team and sound investment process underpin American Beacon Stephens Mid-Cap Gr Inv's Morningstar Medalist Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 24.92 / 0.04 %
- Total Assets 534.3 Mil
-
Adj. Expense Ratio
1.230%
- Expense Ratio 1.150%
- 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 20%
Morningstar’s Analysis STMGX
Will STMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 93
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector