American Beacon Stephens Small Cap Growth Fd Inv Cl

Frequently Asked Questions About STSGX

What does STSGX invest in?

Typically, the fund allocates a minimum of 80% of its total assets (augmented by any capital borrowed for investment purposes) to common stocks of companies identified as having a small market capitalization. The fund's management considers a company to be small-cap if, at the time of purchase, its market value is similar to the market values of businesses comprising the Russell 2000 Index.

What is the expense ratio of STSGX?

American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX) charges an expense ratio of 1.27%. This is the annual fee deducted from fund assets to cover management and operations.

How big is STSGX?

American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX) is one share class of a fund that manages $531.0M across all of its share classes (SPWYX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is STSGX actively managed or an index fund?

STSGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (STSGX's is 1.27%) in exchange for the discretion to over- or under-weight positions.

When was STSGX launched?

American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX) launched in December 2005 and is managed by American Beacon.

How has STSGX performed?

STSGX'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.