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American Beacon Stephens Small Cap Growth Fund

Portfolio information as of September 30, 2014
  • Summary
  • Performance
  • Overview

Investment Objective

The Fund seeks to provide long-term growth of capital.

SINGLE-MINDED FOCUS

Stephens Investment Management Group, LLC specializes in equity investment management, focusing on small- and mid-capitalization growth companies.

Firm inception: October 2004

Portfolio Managers:

  • Ryan E. Crane, CFA, CIO and Senior Portfolio Manager, 20 years experience
  • John Thornton, CFA, 14 years experience
  • Sam Chase, CFA, 12 years experience
  • Kelly Ranucci, CFA, 20 years experience

A HISTORY OF ORGANIC GROWTH

The Fund’s sub-advisor believes that small-cap markets are inefficient and contain the fastest growing stocks. Their research shows that most market participants are burdened with behavioral biases that negatively influence their decision making. Their core principles are:

  • By applying behavioral finance principles to identify overconfidence and anchoring by others, the Fund seeks securities mispriced by other investors.
  • The portfolio includes a blend of core growth stocks (sustainable earnings) and earnings catalyst stocks (expected to experience an earnings boost).
  • The bottom-up selection process builds a diversified portfolio with some thematic concentration.

Total Fund Assets

$676.5 Million  

Sub-Advisor (%)

Stephens Investment Management Group, LLC 100.0

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This fund is closed to new investors.

The Fund may invest in futures contracts, which are a type of derivative investment. Investing in derivatives could result in losing more than the amount invested. Investing in foreign securities entails additional risk not associated with domestic securities, such as currency fluctuations, economic and political instability and differences in accounting standards. The Fund invests in small and/or mid-sized companies, which involves additional risks such as limited liquidity and greater volatility than larger companies. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. The Fund may participate in a securities lending program. Please see the prospectus for a complete discussion of the Fund’s risks. There can be no assurances that the investment objectives of this Fund will be met.

For a prospectus containing more information, including expenses, click here. Read it carefully before you invest or send money. Past performance is no guarantee of future results.

American Beacon Funds and American Beacon Stephens Small Cap Growth Fund are service marks of American Beacon Advisors, Inc.