American Beacon Stephens Small Cap Growth Fd Inv Cl
STSGX
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- American Beacon Stephens Small Cap Growth Fund Investor Class (STSGX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in small-capitalization growth stocks. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap growth companies; these include common stocks, preferred stocks, warrants, and rights, with a focus on U.S. companies exhibiting high growth potential, primarily those with market capitalizations within the range of the Russell 2000 Growth Index. It maintains a portfolio typically comprising 95-97% equities diversified across sectors such as information technology, industrials, health care, consumer discretionary, and financials; top holdings as of late 2025 include AeroVironment Inc., Kratos Defense & Security Solutions Inc., FirstCash Holdings Inc., Karman Holdings Inc., and EZCORP Inc., among approximately 100-106 total positions. Sub-advised by Stephens Investment Management Group LLC, a firm specializing in small- and mid-cap growth equity management since its inception in September 2005, the fund employs behavioral finance principles to identify mispriced securities in inefficient small-cap markets. Portfolio management is led by Ryan E. Crane, Chief Investment Officer, alongside John Thornton, Kelly Ranucci, Samuel Chase, and John Keller. The Investor Class shares feature a net expense ratio of 1.28%, a minimum initial investment of $2,500, and are available to U.S. investors; other share classes include R5 (STSIX), Y (SPWYX), A (SPWAX), C (SPWCX), and R6 (STSRX). Launched on December 1, 2005, and domiciled in the United States with total net assets of approximately $461.5 million as of October 2025 (Investor Class assets around $36.5 million), the fund benchmarks against the Russell 2000 Growth Index and S&P 500 Index TR. In recent years, portions of fees for the Investor Class were waived from 2020 to 2024 to enhance competitiveness, following prior waivers in 2015 that fully recovered by 2017; as of 2025, the net expense ratio remains at 1.28% with ongoing sub-advisory by Stephens at 100%. The fund has maintained its core strategy without major acquisitions, partnerships, or product launches reported in the last 1-2 years, reflecting steady organic growth in assets under management from $384 million in mid-2025 to over $460 million by late 2025.