Morningstar

American Beacon Stephens Small Cap Growth Fund Investor Class STSGX

Morningstar Medalist Rating
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Medalist Rating as of See American Beacon Investment Hub
  • NAV / 1-Day Return $13.81  /  +1.25 %
  • Fund Size $535.1M
  • Adjusted Expense Ratio 1.270%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis STSGX

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

  • People Pillar

    The People Pillar is our evaluation of the STSGX 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 STSGX’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 Sm Cp 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
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Portfolio Holdings STSGX

More STSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

2.03 11M
Healthcare

Ligand Pharmaceuticals Inc

1.99 11M
Healthcare

Repligen Corp

1.93 10M
Healthcare

FirstCash Holdings Inc

1.91 10M
Financial Services

Xometry Inc Ordinary Shares - Class A

1.88 10M
Industrials

Travere Therapeutics Inc Ordinary Shares

1.84 10M
Healthcare

EZCORP Inc Registered Shs -A- Non Vtg

1.77 9M
Financial Services

Manhattan Associates Inc

1.76 9M
Technology

Twist Bioscience Corp

1.73 9M
Healthcare

U.S. Government Money Market S

1.71 9M
Cash and Equivalents

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