American Beacon Stephens Mid-Cap Gr Y holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
American Beacon Stephens Mid-Cap Growth Fund Y Class SMFYX
- NAV / 1-Day Return 38.64 / +0.97 %
- Total Assets 825.4M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 51%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SMFYX
Will SMFYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
U.S. Government Money Market S | 2.98 | 24M | Cash and Equivalents |
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Live Nation Entertainment Inc | 1.60 | 13M | Communication Services |
Repligen Corp | 1.59 | 13M | Healthcare |