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Morningstar

American Beacon Stephens Sm Cp Gr Inv STSGX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 12.35  /  +1.65 %
  • Total Assets 326.9 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • 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 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STSGX

More STSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

2.74 9.3 Mil
Cash and Equivalents

Viper Energy Inc Ordinary Shares - Class A

2.10 7.1 Mil
Energy

FirstCash Holdings Inc

2.09 7.1 Mil
Financial Services

Onto Innovation Inc

2.07 7.0 Mil
Technology

CyberArk Software Ltd

1.90 6.4 Mil
Technology

BellRing Brands Inc Class A

1.88 6.4 Mil
Consumer Defensive

AeroVironment Inc

1.85 6.3 Mil
Industrials

SPS Commerce Inc

1.76 5.9 Mil
Technology

Manhattan Associates Inc

1.75 5.9 Mil
Technology

Kratos Defense & Security Solutions Inc

1.73 5.9 Mil
Industrials