American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX) Research

The fund's primary objective is to achieve substantial capital appreciation over the long term. Under typical market conditions, it commits a minimum of 80% of its total net assets (potentially including capital obtained through borrowing) to common stocks issued by companies categorized as mid-capitalization. The fund manager defines a mid-cap company as one that, at the time of investment, holds a market valuation (its worth on the stock market) between $1 billion and the valuation of the largest firm listed in the Russell Midcap® Index.

Market snapshot

Symbol
SMFYX
Price
$37.80
Day change
+1.78%
Market cap
$690.4M
52-week range
31.9-44.26
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Capital Management Small Company Fund Institutional Shares (BCSSX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Congress Mid Cap Growth Fund Institutional Class (IMIDX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
  • Nationwide NYSE Arca Tech 100 Index Fund Institutional Service Class (NWJFX)
  • T. Rowe Price Total Return Fund - Investor Class (PTTFX)
  • Franklin S&P 500 Index Fund Class A (SBSPX)
  • SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)

Open American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.