American Beacon Stephens Sm Cp Gr C (SPWCX)

Fund Assets	527.51M
Expense Ratio	2.06%
Min. Investment	$1,000
Turnover	35.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 22, 2025

Previous Close	10.07
YTD Return	16.21%
1-Year Return	19.67%
5-Year Return	22.29%
52-Week Low	8.17
52-Week High	10.56
Beta (5Y)	1.22
Holdings	102
Inception Date	Feb 24, 2012

About SPWCX

The American Beacon Stephens Small Cap Growth Fund Class C is a mutual fund focused on delivering long-term capital growth by investing primarily in small-cap U.S. companies. Managed by Stephens Investment Management Group, the fund employs a fundamental analysis approach to select companies with strong potential for above-average growth. Its portfolio is benchmarked against the Russell 2000 Growth Index, ensuring alignment with a widely recognized measure of small-cap growth stocks. The fund typically invests at least 80% of its net assets in small-capitalization equities, spanning sectors such as technology, healthcare, consumer goods, and industrials. Notable features include an emphasis on capital appreciation and a disciplined stock selection process aimed at uncovering emerging leaders in the U.S. small-cap space. The fund plays a significant role in the market by providing investors with professionally managed exposure to dynamic and innovative small-cap businesses, contributing to portfolio diversification and access to growth opportunities that may not be available through large-cap or index-focused funds.

• Fund Family: American Beacon
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SPWCX
• Share Class: C Class
• Index: Russell 2000 Growth TR

Performance

SPWCX had a total return of 19.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.03%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
STSRX	R6 Class	0.96%
STSIX	R5 Class	0.99%
SPWYX	Y Class	1.05%
STSGX	Investor Class	1.27%

Top 10 Holdings

19.41% of assets

Name	Symbol	Weight
U.S. Government Money Market S	n/a	4.28%
Ligand Pharmaceuticals Incorporated	LGND	2.01%
FirstCash Holdings, Inc.	FCFS	1.81%
Xometry, Inc.	XMTR	1.74%
nLIGHT, Inc.	LASR	1.64%
EZCORP, Inc.	EZPW	1.61%
RBC Bearings Incorporated	RBC	1.59%
Virtu Financial, Inc.	VIRT	1.58%
Halozyme Therapeutics, Inc.	HALO	1.58%
VSE Corporation	VSEC	1.57%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 22, 2025	$1.3889	Dec 23, 2025
Dec 20, 2024	$0.9945	Dec 23, 2024
Dec 21, 2023	$0.1708	Dec 22, 2023
Dec 22, 2022	$1.4442	Dec 23, 2022
Dec 22, 2020	$1.9253	Dec 23, 2020
Dec 20, 2019	$1.6108	Dec 23, 2019

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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