American Beacon Stephens Mid-Cap Growth Fund

Shareclass
American Beacon Stephens Mid-Cap Gr R6 (SFMRX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Beacon Stephens Mid-Cap Growth Fund

FUND COVERAGE
# of holdings91
% of assets97%
Score
44 / 100
Rank

63.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #401 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hologic Inc
         % of fund invested: 0.74%
         $USD invested: $5.09M
  • 2. Autodesk Inc
         % of fund invested: 0.69%
         $USD invested: $4.75M
  • 3. Keysight Technologies Inc
         % of fund invested: 0.67%
         $USD invested: $4.63M
  • 4. Illumina Inc
         % of fund invested: 0.49%
         $USD invested: $3.37M
  • 5. Electronic Arts Inc
         % of fund invested: 1.95%
         $USD invested: $13.4M
  • 6. Vistra Corp
         % of fund invested: 1.6%
         $USD invested: $10.98M
  • 7. Tyler Technologies Inc
         % of fund invested: 1.29%
         $USD invested: $8.84M
  • 8. Dynatrace Inc Ordinary Shares
         % of fund invested: 0.9%
         $USD invested: $6.15M
  • 9. Palo Alto Networks Inc
         % of fund invested: 0.71%
         $USD invested: $4.88M
  • 10. DexCom Inc
         % of fund invested: 1%
         $USD invested: $6.85M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 0.22%
         $USD invested: $1.5M
  • 2. RBC Bearings Inc
         % of fund invested: 1.28%
         $USD invested: $8.83M
  • 3. Heico Corp Class A
         % of fund invested: 1.5%
         $USD invested: $10.31M
  • 4. Cognex Corp
         % of fund invested: 0.64%
         $USD invested: $4.38M
  • 5. Vertiv Holdings Co Class A
         % of fund invested: 1.77%
         $USD invested: $12.14M
  • 6. Ollie's Bargain Outlet Holdings Inc
         % of fund invested: 0.49%
         $USD invested: $3.38M
  • 7. Wingstop Inc
         % of fund invested: 1.34%
         $USD invested: $9.22M
  • 8. Reddit Inc Class A Shares
         % of fund invested: 1.01%
         $USD invested: $6.95M
  • 9. Viking Holdings Ltd
         % of fund invested: 0.73%
         $USD invested: $5.04M
  • 10. Evercore Inc Class A
         % of fund invested: 1.62%
         $USD invested: $11.1M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Beacon Stephens Mid-Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$14.45M
2.1%
     Prisons high risk
1
$14.45M
2.1%
     Private prisons
0
$0
0%
Borders
3
$38.98M
5.67%
     Borders high risk
2
$23.94M
3.48%
Total
3
$38.98M
5.67%
Full fund results

Holdings — 3 flagged holdings

1.
AeroVironment Inc
Borders
$15.04M
2.19%
Borders :
$15.04M
2.19%
2.
Axon Enterprise Inc
Prisons
Borders
$14.45M
2.1%
Prisons
Borders :
$14.45M
2.1%
3.
L3Harris Technologies Inc
Borders
$9.49M
1.38%
Borders :
$9.49M
1.38%
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