4 / 5 Stars
4 5 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#44 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.47 percent over the past year, 14.48 percent over the past three years, and 23.38 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The adviser considers a company to be a medium capitalization company if it has a market capitalization, at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.
Fees are High compared to funds in the same category.
American Beacon Stephens Mid-Cap Growth Fund has an expense ratio of 1.37 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.