American Beacon Stephens Small Cap Growth Fund

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.80 percent over the past year, 11.29 percent over the past three years, and 18.49 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date -3.3%
1 Year 16.8%
3 Years (Annualized) 11.3%
5 Years (Annualized) 18.5%
10 Years (Annualized) N/A

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Summary

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 small capitalization companies. The fund's managers consider 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.

Fees

Fees are High compared to funds in the same category.
American Beacon Stephens Small Cap Growth Fund has an expense ratio of 2.33 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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