4 / 5 Stars
4 3 3 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#16 in Small Growth
U.S. News evaluated 215 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 22.83 percent over the past year, 14.01 percent over the past three years, and 25.01 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||25.0%|
|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 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 are Above Average compared to funds in the same category.
American Beacon Stephens Small Cap Growth Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.