- What does SPWYX invest in?
- Generally, this fund allocates at least 80% of its total assets, including any leveraged capital, to common stocks of smaller enterprises. The portfolio manager defines a small-capitalization company as one possessing a market valuation, at the moment of investment, consistent with the range of companies represented in the Russell 2000 Index.
- What is the expense ratio of SPWYX?
- American Beacon Stephens Small Cap growth Fund Y Class (SPWYX) charges an expense ratio of 1.06%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SPWYX?
- American Beacon Stephens Small Cap growth Fund Y Class (SPWYX) manages $550.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SPWYX actively managed or an index fund?
- SPWYX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SPWYX's is 1.06%) because there's no security selection cost.
- When was SPWYX launched?
- American Beacon Stephens Small Cap growth Fund Y Class (SPWYX) launched in February 2012 and is managed by the fund issuer.
- How has SPWYX performed?
- SPWYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
