American Beacon Stephens Mid-Cap Growth Fund (STMGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STMGX
STMGX charges 1.14% annually. There are 123 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | STMGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | STMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | STMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | STMGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | STMGX vs VMFGX |
Best Risk-Adjusted Alternatives to STMGX
STMGX has a PortfoliosLab risk / return rank of 22. There are 45 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | STMGX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | STMGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | STMGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | STMGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | STMGX vs POAGX |
Top Performing STMGX Alternatives (YTD)
STMGX is at 10.83% YTD. There are 63 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | STMGX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | STMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | STMGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | STMGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | STMGX vs OEGYX |
Lowest Volatility Alternatives to STMGX
STMGX has 17.05% 1-year volatility. There are 52 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | STMGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | STMGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | STMGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | STMGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | STMGX vs RIPIX |
Lowest Drawdown Alternatives to STMGX
STMGX has a 1-year max drawdown of -10.84%. There are 34 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | STMGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | STMGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | STMGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | STMGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | STMGX vs SECUX |
Other Mutual Funds from American Beacon
The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AVFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Beacon Frontier Markets Income Fund | Emerging Markets Bonds | 98 | 7.45% | — | Feb 2014 | STMGX vs AGEPX | |
| American Beacon AHL TargetRisk Fund | Tactical Allocation | 61 | 8.33% | — | Dec 2018 | STMGX vs AHTPX | |
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 74 | 24.84% | — | Dec 1998 | STMGX vs AVFIX | |
| American Beacon Large Cap Value Fund | Large Cap Value Equities | 44 | 7.57% | — | Jul 1987 | STMGX vs AADEX | |
| American Beacon ARK Transformational Innovation Fu... | Mid Cap Growth Equities | 7 | 3.39% | — | Jan 2017 | STMGX vs ADNPX | |
| American Beacon Balanced Fund | Diversified Portfolio | 44 | 4.63% | — | Jul 1987 | STMGX vs AADBX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 91 | 12.45% | — | Aug 2014 | STMGX vs AHLPX | |
| American Beacon Tocqueville International Value Fu... | Foreign Large Cap Equities | 94 | 40.47% | — | Aug 1994 | STMGX vs TIVFX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.80% | — | Feb 2011 | STMGX vs SHYPX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 34 | 7.87% | — | Aug 1991 | STMGX vs AAIEX |
Often Compared With STMGX
Investors most often compare STMGX with TRSSX, ACWX, VCPIX. These 18 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare STMGX with Any Fund or Stock
Compare STMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STMGX with funds that move differently
American Beacon Stephens Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STMGX.
Explore STMGX Diversifiers