Skip to Content

American Beacon Stephens Sm Cp Gr Inv STSGX

Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 11.76  /  +0.34 %
  • Total Assets 332.7 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis STSGX

Will STSGX outperform in future?

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

Strength in American Beacon Stephens Sm Cp Gr Inv's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STSGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FirstCash Holdings Inc

2.17 6.9 Mil
Financial Services

CyberArk Software Ltd

2.15 6.8 Mil
Technology

SPS Commerce Inc

1.95 6.2 Mil
Technology

BellRing Brands Inc Class A

1.94 6.2 Mil
Consumer Defensive

Axon Enterprise Inc

1.87 5.9 Mil
Industrials

Manhattan Associates Inc

1.86 5.9 Mil
Technology

Viper Energy Inc Ordinary Shares - Class A

1.85 5.9 Mil
Energy

Onto Innovation Inc

1.82 5.8 Mil
Technology

Kratos Defense & Security Solutions Inc

1.75 5.6 Mil
Industrials

Celsius Holdings Inc

1.75 5.5 Mil
Consumer Defensive