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

Updated: September 19, 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 STSRX “stock” price, you can quickly find it out by visiting Finny and typing "STSRX quote". If you’re looking for a quick scoop on STSRX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "STSRX". You’ll get all this info in one place.

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

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

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

  1. Describe American Beacon Funds: American Beacon Stephens Small Cap Growth Fund; Class R6 Shares (STSRX).
  2. What are STSRX holdings?
  3. What is STSRX performance? What are STSRX historical returns?
  4. How many up and down years did STSRX have historically?
  5. What is STSRX dividend yield?
  6. What is STSRX minimum initial investment amount?
  7. What is STSRX expense ratio?
  8. Does STSRX have any sales loads or 12b-1 distribution expenses?
  9. What is STSRX tax efficiency (tax-cost ratio)?
  10. What is STSRX beta? How would you assess STSRX risk?
  11. What is STSRX Sharpe ratio?
  12. What is STSRX Finny Score? STSRX buy or sell?
  13. What are the pros of investing in STSRX? What are STSRX buy reasons?
  14. What are the cons of investing in STSRX? What are STSRX 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 R6 Shares (STSRX).

The Fund seeks capital growth. It invest primarily in futures, swaps and forward contracts. It uses derivative instruments to enhance total return, to manage certain investment risks or to substitute for the purchase or sale of the underlying securities, and to hedge against currency exchange rates.

2. What are STSRX top holdings?

STSRX has 91 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.05% of total assets. Here are the top holdings:

Name Symbol % Assets
Five9 Inc FIVN 2.47%
Repligen Corp RGEN 2.28%
Chegg Inc CHGG 2.22%
Icon PLC ICLR.IR 2.11%
Ollie's Bargain Outlet Holdings Inc OLLI 2.07%
Globant SA GLOB 1.83%
Kornit Digital Ltd KRNT 1.83%
Manhattan Associates Inc MANH 1.78%
Kratos Defense & Security Solutions Inc KTOS 1.76%
Encore Capital Group Inc ECPG 1.70%

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

STSRX has generated the following returns:

  • 1-month return is -3.14%;
  • 3-month return is 6.48%;
  • 1-year return is 17.03%;
  • 3-year return is 15.43%;
  • 5-year return is 13.08%;
  • 10-year return is 13.32%.

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

In the last 10 years, STSRX had 8 up years and 2 down years. See Performances

5. What is STSRX dividend yield?

STSRX yield is %.

6. What is STSRX minimum initial investment amount?

STSRX minimum initial investment amount is N/A.

7. What is STSRX expense ratio?

STSRX expense ratio is 0.95%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

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

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

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

  • 1-year ax cost ratio is 2.24%;
  • 3-year ax cost ratio is %.

See Taxes

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

  • 3-year beta is 1.26;
  • 5-year beta is 1.24;
  • 10-year beta is 1.19.

See Risks

11. What is STSRX Sharpe ratio?

  • 3-year Sharpe ratio is 0.61;
  • 5-year Sharpe ratio is 0.50;
  • 10-year Sharpe ratio is 0.74.

See Risks

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 STSRX? What are STSRX buy reasons?

The following are STSRX strengths from our perspective:

  • <strong>STSRX 3-year return</strong> is 15.43%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 9.39%.
  • <strong>STSRX 5-year return</strong> is 13.08%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 10.03%.
  • <strong>STSRX 10-year return</strong> is 13.32%, which is higher than the 10-year return of the benchmark index (Russell 2000 Growth TR USD), 12.89%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are STSRX weaknesses from our perspective:

  • <strong>STSRX net assets</strong> are $8.10 million. This fund is not a popular choice with retail investors.
  • <strong>STSRX expense ratio</strong> is 0.95%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the STSRX review, we covered STSRX 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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