American Beacon Stephens Small Cap growth Fund Y Class
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- American Beacon Stephens Small Cap Growth Fund Y Class (SPWYX) is an actively managed open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of small capitalization growth companies, defined as those with market capitalizations similar to companies in the Russell 2000 Growth Index; the fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in such securities, with a portfolio emphasizing sectors including information technology (24.9%), industrials (22.8%), health care (15.8%), consumer discretionary (13.5%), and financials (11.8%) as of June 30, 2025. Sub-advised by Stephens Investment Management Group, LLC (firm inception September 2005), which applies behavioral finance principles to identify mispriced small-cap growth stocks exhibiting transformative change and high growth potential, the Y Class shares feature a net expense ratio of 1.06% (gross 1.04%), no sales load, and total fund assets of $432.3 million as of August 31, 2025, with share class assets of $75.8 million. The fund, part of the American Beacon Funds family managed by American Beacon Advisors (founded 1986, headquartered in Irving, Texas), targets institutional and retail investors seeking exposure to inefficient small-cap markets through a high-conviction, 104-holding portfolio as of June 30, 2025, benchmarked against the Russell 2000 Growth Index and S&P 500 Index TR. Recent developments for American Beacon Advisors include the adoption of two mutual funds from Ninety One North America effective November 15, 2024, with Ninety One serving as sub-advisor, enhancing offerings in global and international strategies following a January 2024 partnership for separately managed accounts; this builds on the firm's open-architecture platform with over 25 sub-advisors managing $60.4 billion in assets under management as of September 30, 2025. In February 2025, American Beacon further expanded its Ninety One collaboration by adopting the Ninety One Emerging Markets Equity Fund, with Ninety One as sub-advisor, aligning with strategic growth in diverse equity and fixed-income products across mutual funds, ETFs, collective investment trusts, and separate accounts. No specific changes, such as sub-advisor shifts or new launches, were reported for SPWYX itself in the last 1-2 years, though Stephens Investment Management Group continues portfolio adjustments, including new positions like Viper Energy, Inc., reflecting ongoing active management.