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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 30.69  /  +0.20 %
  • Total Assets 755.8 Mil
  • Adj. Expense Ratio
    1.150%
  • 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
  • Turnover 16%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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 strong management team and sound investment process underpin American Beacon Stephens Mid-Cap Gr Inv's Morningstar Medalist Rating of 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-costliest quintile among peers.

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Portfolio Holdings STMGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

3.36 22.8 Mil
Cash and Equivalents

Cadence Design Systems Inc

2.28 15.5 Mil
Technology

Icon PLC

2.12 14.4 Mil
Healthcare

Manhattan Associates Inc

2.07 14.0 Mil
Technology

Tradeweb Markets Inc

1.93 13.1 Mil
Financial Services

Palo Alto Networks Inc

1.92 13.1 Mil
Technology

Copart Inc

1.83 12.4 Mil
Industrials

Take-Two Interactive Software Inc

1.76 11.9 Mil
Communication Services

Spotify Technology SA

1.76 11.9 Mil
Communication Services

DexCom Inc

1.74 11.8 Mil
Healthcare