American Beacon Stephens Small Cap Growth Fund Investor Class (STSGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.07
-0.26 (-2.11%)
At close: Feb 5, 2026
-4.28%
Fund Assets443.47M
Expense Ratio1.28%
Min. Investment$2,500
Turnover37.00%
Dividend (ttm)1.39
Dividend Yield11.26%
Dividend Growth39.66%
Payout FrequencyAnnual
Ex-Dividend DateDec 22, 2025
Previous Close12.33
YTD Return0.17%
1-Year Return6.62%
5-Year Return-6.44%
52-Week Low8.79
52-Week High13.03
Beta (5Y)1.27
Holdings105
Inception DateDec 2, 2005

About STSGX

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 STSGX
Share Class Investor Class
Index Russell 2000 Growth TR

Performance

STSGX had a total return of 6.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.18%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index Fund0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth Fund - Class I1.07%
FCPGXFidelityFidelity Small Cap Growth Fund1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth Fund - Class M1.58%
FCCGXFidelityFidelity Advisor Small Cap Growth Fund - Class C2.08%

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%
SPWYXY Class1.06%
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