American Beacon Stephens Mid-Cap Growth Fund
Shareclass
American Beacon Stephens Mid-Cap Gr A (SMFAX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 391 out of 1,108 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Beacon Stephens Mid-Cap Growth Fund SMFAX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Illumina Inc0.45% of assets$3.05M invested
- 2. Autodesk Inc0.76% of assets$5.09M invested
- 3. Globant SA0.5% of assets$3.36M invested
- 4. Keysight Technologies Inc0.72% of assets$4.82M invested
- 5. Verisk Analytics Inc1.9% of assets$12.77M invested
- 6. GitLab Inc Class A0.67% of assets$4.51M invested
- 7. Hologic Inc0.79% of assets$5.29M invested
- 8. Tyler Technologies Inc1.67% of assets$11.25M invested
- 9. Ansys Inc0.72% of assets$4.84M invested
- 10. Electronic Arts Inc1.69% of assets$11.35M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. RBC Bearings Inc1.32% of assets$8.91M invested
- 2. Heico Corp Class A1.44% of assets$9.7M invested
- 3. Cognex Corp0.42% of assets$2.85M invested
- 4. Palantir Technologies Inc Ordinary Shares - Class A1.91% of assets$12.87M invested
- 5. Wingstop Inc1.64% of assets$11.02M invested
- 6. Reddit Inc Class A Shares0.73% of assets$4.89M invested
- 7. Vertiv Holdings Co Class A1.03% of assets$6.93M invested
- 8. Evercore Inc Class A1.23% of assets$8.3M invested
- 9. Kinsale Capital Group Inc1.17% of assets$7.84M invested
- 10. Ryan Specialty Holdings Inc Class A1.58% of assets$10.64M invested
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Financial performance
Performance data provided by
Find more financial data on SMFAX at Morningstar.com
Find more financial data on SMFAX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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