An upgrade in People Pillar rating is the primary driver of American Beacon Stephens Sm Cp Gr Inv's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. 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.
- NAV / 1-Day Return 10.39 / 0.48 %
- Total Assets 297.1 Mil
Adj. Expense Ratio
- Expense Ratio 1.300%
- 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 0.00
- Turnover 28%
Morningstar’s Analysis STSGX
Will STSGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.