4 / 5 Stars
5 5 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#23 in Mid-Cap Growth
U.S. News evaluated 219 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 22.75 percent over the past year, 17.68 percent over the past three years, and 6.31 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.1%|
|3 Years (Annualized)||17.7%|
|5 Years (Annualized)||6.3%|
|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. Most of the assets of the fund are invested in U.S. common stocks the adviser believes have clear indicators of future earnings growth, or that demonstrate other potential for growth of capital. The fund may invest in other securities, including preferred stock, securities convertible into common stock, U.S dollar denominated foreign stock traded on U.S. exchanges, American Depositary Receipts and real estate investment trusts.
Fees are Average compared to funds in the same category.
American Beacon Stephens Mid-Cap Growth Fund has an expense ratio of 1.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.