American Beacon Stephens Mid-Cap Gr Y

The investment seeks long-term growth of capital.
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 managers consider 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, which was $35.2 billion as of January 31, 2015.

Key stats

Management firm  American Beacon
Domicile  United States
Fund Administrator  American Beacon Advisors, Inc.
Global Branding Name  American Beacon
Fund currency  USD
Launch Date  2012-02-27
ISIN  US0245241676
SEDOL  B6ZWVJ8
Manager 1 Name  John Thornton
Manager 2 Name  Ryan Crane
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2015-04-30
Return - 1 Month  -0.03%
Return - 2 Months  -0.93 %
Return - 3 Months  5.28%
Return - 6 Months  4.64 %
Return - 9 months  9.35 %
Return - 12 Months  12.58%
Annualized return 24 months  13.58 %
Annualized return 36 months  13.02 %
Annualized return since Inception  12.95%
Return YTD  4.38%

Ratings

Morning Star Rating Date   2015-03-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.55 %

Contact

Contact Address  American Beacon
Contact Address 2  4151 Amon Carter Blvd Ft. Worth, TX 76155
Contact Address 3  Fort Worth TX 76155
Contact city  Fort Worth
Contact country  United States
Fund Admin Group  American Beacon
Web Address  www.americanbeaconfunds.com
Email contact  americanbeaconfunds@ambeacon.com
Custodian  State Street Bank And Trust Co
Phone  +1 8006585811

Price

Last Price Date  2015-05-01
Pre-tax nav  20.24
Price change  $0.18
Price change (percentage)  0.89 %

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

All our data is licensed from Morningstar UK Ltd. Important legal information