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
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 | -16.46% |
| 5y Average Return | 9.40% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SFMIX | Category Average | SFMIX | Category Average | SFMIX | Category Average | |
| Alpha | -5.85 | 0.01 | -6.41 | 0.01 | -2.76 | -0.02 |
| BETA | 1.13 | 0.01 | 1.15 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.42 | 0.02 | 1.21 | 0.02 | 0.95 | 0.01 |
| R-squared | 90.06 | 0.82 | 84.57 | 0.79 | 83.59 | 0.8 |
| Standard Deviation | 20.58 | 0.23 | 21.08 | 0.19 | 18.62 | 0.17 |
| Sharpe Ratio | 0.03 | 0.01 | 0.56 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | -1.37 | 0.18 | 8.94 | 0.17 | 7.41 | 0.12 |
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