14 important things you should know about American Beacon SPWYX mutual fund

Updated: June 29, 2020
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Before we start: if you’re looking for SPWYX “stock” price, you can quickly find it out by visiting Finny and typing "SPWYX quote". If you’re looking for a quick scoop on SPWYX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SPWYX". You’ll get all this info in one place.

Are you looking to buy or sell SPWYX? Or perhaps you’re looking for SPWYX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SPWYX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: SPWYX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SPWYX buy or sell; the pros and cons of investing in SPWYX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SPWYX.

And here is the list of questions we’ll answer:

  1. Describe American Beacon Funds: American Beacon Stephens Small Cap Growth Fund; Class Y Shares (SPWYX).
  2. What are SPWYX holdings?
  3. What is SPWYX performance? What are SPWYX historical returns?
  4. How many up and down years did SPWYX have historically?
  5. What is SPWYX dividend yield?
  6. What is SPWYX minimum initial investment amount?
  7. What is SPWYX expense ratio?
  8. Does SPWYX have any sales loads or 12b-1 distribution expenses?
  9. What is SPWYX tax efficiency (tax-cost ratio)?
  10. What is SPWYX beta? How would you assess SPWYX risk?
  11. What is SPWYX Sharpe ratio?
  12. What is SPWYX Finny Score? SPWYX buy or sell?
  13. What are the pros of investing in SPWYX? What are SPWYX buy reasons?
  14. What are the cons of investing in SPWYX? What are SPWYX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Beacon Funds: American Beacon Stephens Small Cap Growth Fund; Class Y Shares (SPWYX).

The Fund seeks long-term growth of capital. The Fund invests primarily in common stock of U.S. companies with small market capitalizations. The Fund will seek to identify growth stocks using a disciplined, bottom-up approach, employing quantitative analysis and fundamental research with a focus on earnings growth.

2. What are SPWYX top holdings?

SPWYX has 91 stock holdings and 0 bond holdings.

The top 10 holdings represent 19.19% of total assets. Here are the top holdings:

Name Symbol % Assets
Icon PLC ICLR.IR 2.27%
Trex Co Inc TREX 2.09%
Encore Capital Group Inc ECPG 2.03%
PRA Group Inc PRAA 2.01%
Five9 Inc FIVN 1.97%
Omnicell Inc OMCL 1.79%
Repligen Corp RGEN 1.77%
Chegg Inc CHGG 1.76%
Envestnet Inc ENV 1.75%
Kornit Digital Ltd KRNT 1.75%

3. What is SPWYX performance? What are SPWYX historical returns?

SPWYX has generated the following returns:

  • 1-month return is 16.85%;
  • 3-month return is -5.75%;
  • 1-year return is -0.15%;
  • 3-year return is 11.39%;
  • 5-year return is 8.75%;
  • 10-year return is 11.55%.

4. How many up and down years did SPWYX have historically?

In the last 10 years, SPWYX had 8 up years and 2 down years.

5. What is SPWYX dividend yield?

SPWYX yield is 0%.

6. What is SPWYX minimum initial investment amount?

SPWYX minimum initial investment amount is $100.00K.

7. What is SPWYX expense ratio?

SPWYX expense ratio is 1.06%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does SPWYX have any sales loads or 12b-1 distribution expenses?

SPWYX 12b-1 distribution fee is 0. SPWYX front-end sales load is 0. SPWYX back-end sales load is 0.

9. What is SPWYX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.26%;
  • 3-year ax cost ratio is 3.41%.

10. What is SPWYX beta? How would you assess SPWYX risk?

  • 3-year beta is 1.18;
  • 5-year beta is 1.17;
  • 10-year beta is 1.13.

11. What is SPWYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.21;
  • 5-year Sharpe ratio is 0.22;
  • 10-year Sharpe ratio is 0.55.

Analysis

12. What is SPWYX Finny Score? SPWYX buy or sell?

SPWYX Finny Score is 44. Our quantitative analysis shows 4 reasons to buy SPWYX and 5 reasons to sell it, resulting in the Finny Score of 44.

13. What are the pros of investing in SPWYX? What are SPWYX buy reasons?

The following are SPWYX strengths from our perspective:

  • SPWYX 3-year return is 11.39%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 5.68%.
  • SPWYX 5-year return is 8.75%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 5.63%.
  • SPWYX 10-year return is 11.55%, which is higher than the 10-year return of the benchmark index (Russell 2000 Growth TR USD), 10.73%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in SPWYX? What are SPWYX negatives?

The following are SPWYX weaknesses from our perspective:

  • SPWYX net assets are $59.50 million. This fund is not a popular choice with retail investors.
  • SPWYX expense ratio is 1.06%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • SPWYX 3-year Beta is 1.18, which is higher than the index (S&P 500 TR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
  • SPWYX 5-year Beta is 1.17, which is higher than the index (S&P 500 TR USD) 5-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 5 years.
  • SPWYX 10-year Beta is 1.13, which is higher than the index (S&P 500 TR USD) 10-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 10 years.
In the SPWYX review, we covered SPWYX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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