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American Beacon Stephens Sm Cp Gr Inv STSGX

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%

Morningstar’s Analysis STSGX

Will STSGX outperform in future?

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

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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