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Nasdaq - Delayed Quote USD

American Beacon Stephens Mid-Cap Gr R5 (SFMIX)

34.03
-1.13
(-3.21%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -16.46%
5y Average Return 9.40%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 8, 2025) 40.30%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 40.30%
Worst 3Y Total Return 0.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SFMIX
Category
YTD
-6.57%
10.80%
1-Month
-6.21%
4.43%
3-Month
-6.57%
7.00%
1-Year
-2.91%
48.17%
3-Year
3.06%
21.26%
5-Year
13.04%
20.18%
10-Year
10.18%
14.07%
Last Bull Market
17.22%
27.14%
Last Bear Market
-20.81%
-21.26%

Annual Total Return (%) History

Year
SFMIX
Category
2025
--
--
2024
13.41%
--
2023
25.55%
--
2022
-28.04%
--
2021
12.46%
--
2020
40.30%
39.26%
2019
31.79%
32.52%
2018
2.20%
-6.65%

2017
28.36%
23.91%
2016
6.81%
6.03%
2015
-1.27%
-0.95%
2014
3.42%
7.00%
2013
33.14%
34.93%
2012
15.19%
14.07%
2011
2.68%
-3.96%
2010
28.26%
24.61%
2009
40.17%
39.11%
2008
-45.50%
-43.77%
2007
24.79%
15.09%
2006
--
9.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.57% -- -- --
2024 9.12% -3.76% 3.96% 3.87%
2023 10.45% 5.35% -4.95% 13.53%
2022 -12.56% -20.81% -3.33% 7.50%
2021 -1.01% 8.05% -0.07% 5.22%
2020 -18.18% 34.23% 6.37% 20.10%
2019 18.37% 6.76% -3.54% 8.11%
2018 5.92% 6.69% 9.22% -17.20%
2017 9.48% 4.95% 5.42% 5.96%
2016 -3.45% 2.79% 7.58% 0.04%

2015 4.43% 2.12% -10.45% 3.38%
2014 0.25% 2.21% -1.94% 2.93%
2013 10.34% 2.43% 10.80% 6.32%
2012 15.20% -4.85% 4.62% 0.44%
2011 8.03% 1.56% -15.90% 11.28%
2010 8.44% -6.61% 11.34% 13.75%
2009 -0.55% 13.83% 16.40% 6.37%
2008 -13.42% 3.46% -15.15% -28.30%
2007 5.24% 8.53% 8.35% 0.83%
2006 5.01% -- -- --

Rank in Category (By Total Return)

YTD 31
1-Month 31
3-Month 31
1-Year 48
3-Year 35
5-Year 35

Load Adjusted Returns

1-Year -2.91%
3-Year 3.06%
5-Year 13.04%
10-Year 10.18%

Performance & Risk

YTD Return -16.46%
5y Average Return 9.40%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family American Beacon
Net Assets 849.61M
YTD Return -6.57%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2018

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

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