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

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

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

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

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

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

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 STSGX top holdings?

STSGX 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 STSGX performance? What are STSGX historical returns?

STSGX has generated the following returns:

  • 1-month return is 16.75%;
  • 3-month return is -5.91%;
  • 1-year return is -0.52%;
  • 3-year return is 11.11%;
  • 5-year return is 8.51%;
  • 10-year return is 11.36%.

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

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

5. What is STSGX dividend yield?

STSGX yield is 0%.

6. What is STSGX minimum initial investment amount?

STSGX minimum initial investment amount is $3.00K.

7. What is STSGX expense ratio?

STSGX expense ratio is 1.31%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 2.49%;
  • 3-year ax cost ratio is 3.67%.

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

  • 3-year beta is 1.22;
  • 5-year beta is 1.20;
  • 10-year beta is 1.15.

11. What is STSGX Sharpe ratio?

  • 3-year Sharpe ratio is 0.20;
  • 5-year Sharpe ratio is 0.20;
  • 10-year Sharpe ratio is 0.54.

Analysis

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

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

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

The following are STSGX strengths from our perspective:

  • STSGX 3-year return is 11.11%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 5.68%.
  • STSGX 5-year return is 8.51%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 5.63%.
  • STSGX 10-year return is 11.36%, 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 STSGX? What are STSGX negatives?

The following are STSGX weaknesses from our perspective:

  • STSGX net assets are $63.80 million. This fund is not a popular choice with retail investors.
  • STSGX expense ratio is 1.31%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • STSGX 3-year Beta is 1.22, 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.
  • STSGX 5-year Beta is 1.2, 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.
  • STSGX 10-year Beta is 1.15, 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 STSGX review, we covered STSGX 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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