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American Beacon Stephens Mid-Cap Gr R5 (SFMIX)
As of 8:06:07 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.75% |
| 5y Average Return | 10.01% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SFMIX | Category Average | SFMIX | Category Average | SFMIX | Category Average | |
| Alpha | -7.91 | 0.01 | -4.7 | 0.01 | -2.16 | -0.02 |
| BETA | 1.14 | 0.01 | 1.11 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.25 | 0.02 | 1 | 0.02 | 1.05 | 0.01 |
| R-squared | 87.76 | 0.82 | 85.46 | 0.79 | 83.41 | 0.8 |
| Standard Deviation | 21.16 | 0.23 | 21.86 | 0.19 | 18.45 | 0.17 |
| Sharpe Ratio | -0.06 | 0.01 | 0.43 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | -3.02 | 0.18 | 6.72 | 0.17 | 8.7 | 0.12 |
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