Morningstar

American Beacon Stephens Mid-Cap Gr R5 SFMIX

Morningstar Medalist Rating
Medalist Rating as of | See American Beacon Investment Hub
  • NAV / 1-Day Return 38.55  /  +1.07 %
  • Total Assets 779.4 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis SFMIX

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

  • People Pillar

    The People Pillar is our evaluation of the SFMIX 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 SFMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in American Beacon Stephens Mid-Cap Gr R5'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

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFMIX

More SFMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Government Money Market S

4.39 33.2 Mil
Cash and Equivalents

Icon PLC

2.53 19.1 Mil
Healthcare

Tradeweb Markets Inc

2.14 16.2 Mil
Financial Services

Spotify Technology SA

1.97 14.9 Mil
Communication Services

Guidewire Software Inc

1.93 14.6 Mil
Technology

Copart Inc

1.88 14.3 Mil
Industrials

Manhattan Associates Inc

1.87 14.1 Mil
Technology

Cadence Design Systems Inc

1.86 14.1 Mil
Technology

Burlington Stores Inc

1.83 13.8 Mil
Consumer Cyclical

Tyler Technologies Inc

1.74 13.1 Mil
Technology

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