American Beacon Stephens Fund Quote
| SFMIX Fund | USD 41.41 0.59 1.45% |
Performance14 of 100
| Odds Of DistressLess than 16
|
American Beacon is trading at 41.41 as of the 22nd of November 2024; that is 1.45 percent up since the beginning of the trading day. The fund's open price was 40.82. American Beacon has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Beacon Stephens are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2023 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of medium capitalization companies. The funds manager considers a company to be a medium capitalization company if it has a market capitalization , at the time of investment, between 1 billion and the market capitalization of the largest company in the Russell Midcap Index.. More on American Beacon Stephens
Moving together with American Mutual Fund
| 0.86 | SSIJX | American Beacon Ssi | PairCorr |
| 0.95 | BRLGX | American Beacon Bridgeway | PairCorr |
| 0.96 | BRLVX | American Beacon Bridgeway | PairCorr |
| 0.61 | TFBCX | American Beacon Twen | PairCorr |
| 0.65 | TFBAX | American Beacon Twen | PairCorr |
| 0.69 | TFBRX | American Beacon Twen | PairCorr |
Moving against American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Beacon Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, American Beacon, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
American Beacon Stephens [SFMIX] is traded in USA and was established 22nd of November 2024. American Beacon is listed under American Beacon category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of American Beacon family. This fund at this time has accumulated 159.73 M in assets with minimum initial investment of 250 K. American Beacon Stephens is currently producing year-to-date (YTD) return of 14.48%, while the total return for the last 3 years was 0.34%.
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
| VRSK | Verisk Analytics | Stock | Industrials | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| RNG | Ringcentral | Stock | Information Technology | |
| DPZ | Dominos Pizza | Stock | Consumer Discretionary | |
| GPN | Global Payments | Stock | Financials | |
| SIVB | SVB Financial Group | Stock | Financials | |
| ROKU | Roku Inc | Stock | Communication Services | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples |
American Beacon Stephens Risk Profiles
| Mean Deviation | 0.689 | |||
| Semi Deviation | 0.7526 | |||
| Standard Deviation | 0.8937 | |||
| Variance | 0.7987 |
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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