4 / 5 Stars
4 4 3 5 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#39 in Small Growth
U.S. News evaluated 213 Small 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 11.18 percent over the past year, 14.07 percent over the past three years, and 8.32 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.4%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||8.3%|
|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 small capitalization companies. The adviser considers a company to be a small-cap company if it has a market capitalization, at the time of investment, of $3 billion or less. 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 ("ADRs") and real estate investment trusts ("REITs").
Fees are Above Average compared to funds in the same category.
American Beacon Stephens Small Cap Growth Fund has an expense ratio of 1.34 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.