About STSIX
The American Beacon Stephens Small Cap Growth Fund R5 Class is a mutual fund focused on achieving long-term capital growth by investing primarily in small-cap U.S. companies. Its strategy allocates at least 80% of net assets to equities of firms on the lower end of the market capitalization spectrum, particularly those identified as having strong growth prospects in up-and-coming industries or early growth phases. The fund’s portfolio is diversified across sectors such as technology, consumer defensive, industrials, energy, healthcare, and financial services, reflecting positions in companies like CyberArk Software, BellRing Brands, and Kratos Defense & Security Solutions. Designed for retirement-oriented investors, the R5 Class features a minimum initial investment targeted at institutional clients and a competitive expense ratio relative to peers in the small growth category. The fund is actively managed by a team of multiple managers and aims to outperform relevant benchmarks, such as the Russell 2000 Total Return Index, by capturing growth opportunities within the dynamic small-cap segment of the U.S. equity market.
Fund Family American Beacon
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol STSIX
Share Class R5 Class
Index Russell 2000 Growth TR
STSIX had a total return of 8.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.68%.
