American Beacon Stephens Fund Quote
| SPWAX Fund | USD 10.87 0.04 0.37% |
PerformanceVery Weak
| Odds Of DistressLow
|
American Beacon is trading at 10.87 as of the 21st of March 2025; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 10.91. American Beacon has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. The funds manager 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.. More on American Beacon Stephens
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American Mutual Fund Highlights
| Fund Concentration | American Beacon Funds, Large Funds, Small Growth Funds, Small Growth, American Beacon (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
American Beacon Stephens [SPWAX] is traded in USA and was established 21st of March 2025. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Small Growth category and is part of American Beacon family. This fund at this time has accumulated 301.21 M in assets with no minimum investment requirementsAmerican Beacon Stephens is currently producing year-to-date (YTD) return of 3.67%, while the total return for the last 3 years was 4.33%.
Check American Beacon Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Beacon Stephens Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Beacon Stephens Mutual Fund Constituents
| CSGP | CoStar Group | Stock | Real Estate | |
| CGNX | Cognex | Stock | Information Technology | |
| HQY | HealthEquity | Stock | Health Care | |
| ICLR | ICON PLC | Stock | Health Care | |
| AZPN | Aspen Technology | Stock | Information Technology | |
| PEN | Penumbra | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care |
American Beacon Stephens Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 1.53 | |||
| Variance | 2.36 | |||
| Risk Adjusted Performance | (0.17) |
American Beacon Against Markets
Other Information on Investing in American Mutual Fund
American Beacon financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Beacon security.
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