American Beacon Stephens Mid-Cap Growth Fund Class R6 (SFMRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
40.92
-0.06 (-0.15%)
Feb 6, 2025, 12:18 PM EST
12.17% (1Y)
Fund Assets | 267.10M |
Expense Ratio | 0.89% |
Min. Investment | $0.00 |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 40.98 |
YTD Return | 6.65% |
1-Year Return | 16.42% |
5-Year Return | 66.14% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 94 |
Inception Date | Dec 31, 2018 |
About SFMRX
SFMRX was founded on 2018-12-31. The Fund's investment strategy focuses on Mid-Cap with 0.84% total expense ratio. American Beacon Funds: American Beacon Stephens Mid-Cap Growth Fund; Class R6 Shares seeks long-term growth of capital. SFMRX invests at least 80% of its net assets primarily in common stock of U.S. companies with medium market capitalizations. SFMRX considers a company to be a mid-cap company if it has a market capitalization, at the time of purchase, of $2.5 billion to $10 billion.
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SFMRX
Share Class R6 Class
Index Russell MidCap Growth TR
Performance
SFMRX had a total return of 16.42% in the past year. Since the fund's inception, the average annual return has been 15.08%, including dividends.
Top 10 Holdings
21.09% of assetsName | Symbol | Weight |
---|---|---|
Palantir Technologies Inc. | PLTR | 2.88% |
Axon Enterprise, Inc. | AXON | 2.49% |
Guidewire Software, Inc. | GWRE | 2.32% |
Spotify Technology S.A. | SPOT | 2.08% |
Copart, Inc. | CPRT | 2.06% |
U.S. Government Money Market S | n/a | 2.04% |
Tradeweb Markets Inc. | TW | 2.01% |
Burlington Stores, Inc. | BURL | 1.78% |
Manhattan Associates, Inc. | MANH | 1.74% |
Take-Two Interactive Software, Inc. | TTWO | 1.71% |