American Beacon Stephens Small Cap Growth Fund Y Class (SPWYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.00
-0.32 (-2.09%)
Feb 6, 2026, 8:07 AM EST
-3.41%
Fund Assets444.63M
Expense Ratio1.06%
Min. Investment$100,000
Turnover37.00%
Dividend (ttm)1.39
Dividend Yield9.07%
Dividend Growth39.66%
Payout FrequencyAnnual
Ex-Dividend DateDec 22, 2025
Previous Close15.32
YTD Return0.13%
1-Year Return5.44%
5-Year Return-4.28%
52-Week Low10.91
52-Week High16.20
Beta (5Y)1.27
Holdings105
Inception DateFeb 27, 2012

About SPWYX

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. The fund's manager considers a company to be a small capitalization company if it has a market capitalization, at the time of investment, similar to the market capitalizations of the companies in the Russell 2000 Index.

Fund Family American Beacon
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SPWYX
Share Class Y Class
Index Russell 2000 Growth TR

Performance

SPWYX had a total return of 5.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.13%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
STSRXR6 Class0.97%
STSIXR5 Class1.00%
STSGXInvestor Class1.28%
SPWAXA Class1.29%

Top 10 Holdings

17.70% of assets
NameSymbolWeight
U.S. Government Money Market Sn/a2.07%
RBC Bearings IncorporatedRBC1.89%
FirstCash Holdings, Inc.FCFS1.87%
VSE CorporationVSEC1.81%
EZCORP, Inc.EZPW1.74%
nLIGHT, Inc.LASR1.71%
Ligand Pharmaceuticals IncorporatedLGND1.67%
Karman Holdings Inc.KRMN1.66%
Palomar Holdings, Inc.PLMR1.65%
Five Below, Inc.FIVE1.64%
View More Holdings

Dividend History

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