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Morningstar

American Beacon Stephens Sm Cp Gr Inv STSGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.39  /  0.48 %
  • Total Assets 297.1 Mil
  • Adj. Expense Ratio
    1.300%
  • 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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

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.

Summary

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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.

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