- 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 1.28%. 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) manages $553.5M 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 STSGX actively managed or an index fund?
- STSGX 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 (STSGX's is 1.28%) because there's no security selection cost.
- When was STSGX launched?
- American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX) launched in December 2005 and is managed by the fund issuer.
- 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.
