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15 important things you should know about American Beacon STMGX mutual fund

Updated: September 28, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets primarily in common stock of U.S. companies with medium market capitalizations. The Fund considers a company to be a mid-cap company if it has a market capitalization, at the time of purchase, of $2.5 billion to $10 billion.

2. What are STMGX top holdings?

STMGX has 91 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.51% of total assets. Here are the top holdings:

Name Symbol % Assets
DexCom Inc DXCM 2.41%
MarketAxess Holdings Inc MKTX 2.32%
Cadence Design Systems Inc CDNS 2.12%
Shopify Inc A SHOP.TO 2.09%
MercadoLibre Inc MELI.SA 2.00%
Verisk Analytics Inc VRSK 1.97%
IDEXX Laboratories Inc IDXX 1.93%
Tradeweb Markets Inc TW 1.93%
Ollie's Bargain Outlet Holdings Inc OLLI 1.91%
DocuSign Inc DOCU 1.83%

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

STMGX has generated the following returns:

  • 1-month return is -4.89%;
  • 3-month return is 3.91%;
  • 1-year return is 20.45%;
  • 3-year return is 17.26%;
  • 5-year return is 15.07%;
  • 10-year return is 14.12%.

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

In the last 10 years, STMGX had 9 up years and 1 down year.

STMGX up and down years

5. What is STMGX dividend yield?

STMGX yield is 0%.

6. What is STMGX minimum initial investment amount?

STMGX minimum initial investment amount is $3.00K.

7. What is STMGX expense ratio?

STMGX expense ratio is 1.25%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

STMGX expenses

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

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

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

  • 1-year ax cost ratio is 0.82%;
  • 3-year ax cost ratio is 1.38%.
STMGX tax costs

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

  • 3-year beta is 1.10;
  • 5-year beta is 1.09;
  • 10-year beta is 1.07.
STMGX Beta

11. What is STMGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.82;
  • 5-year Sharpe ratio is 0.71;
  • 10-year Sharpe ratio is 0.91.
STMGX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are STMGX strengths from our perspective:

  • <strong>STMGX 3-year return</strong> is 17.26%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 15.37%.
  • <strong>STMGX 5-year return</strong> is 15.07%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 13.67%.
  • <strong>STMGX 10-year return</strong> is 14.12%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 14.31%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are STMGX weaknesses from our perspective:

  • <strong>STMGX net assets</strong> are $14.80 million. This fund is not a popular choice with retail investors.
  • <strong>STMGX expense ratio</strong> is 1.25%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the STMGX review, we covered STMGX 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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