STSGX Alternatives & Similar Mutual Funds

American Beacon Stephens Small Cap Growth Fund (STSGX) belongs to the Small 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 STSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to STSGX

STSGX charges 1.30% annually. There are 132 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	STSGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	STSGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	STSGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	STSGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	STSGX vs VISGX

Best Risk-Adjusted Alternatives to STSGX

STSGX has a PortfoliosLab risk / return rank of 33. There are 106 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	STSGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	STSGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	STSGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	STSGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	91	—	Dec 1995	STSGX vs OBMCX

Top Performing STSGX Alternatives (YTD)

STSGX is at 14.69% YTD. There are 108 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	84.62%	—	Dec 2016	STSGX vs NESIX
NESGX	Needham Small Cap Growth Fund	84.13%	—	May 2002	STSGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	62.37%	—	Dec 2016	STSGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	62.08%	—	Sep 2001	STSGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	50.06%	—	Dec 1995	STSGX vs OBMCX

Lowest Volatility Alternatives to STSGX

STSGX has 20.27% 1-year volatility. There are 64 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.45%	—	Nov 1995	STSGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.35%	—	Jul 2011	STSGX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.24%	—	Jan 1997	STSGX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.29%	—	Sep 1988	STSGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.30%	—	Jul 1999	STSGX vs NBGIX

Lowest Drawdown Alternatives to STSGX

STSGX has a 1-year max drawdown of -12.89%. There are 63 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	STSGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	STSGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	STSGX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	STSGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	STSGX vs RFIMX

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
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	98	7.58%	—	Feb 2014	STSGX vs AGEPX
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	63	8.90%	—	Dec 2018	STSGX vs AHTPX
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	73	24.58%	—	Dec 1998	STSGX vs AVFIX
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	44	7.35%	—	Jul 1987	STSGX vs AADEX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	8	5.77%	—	Jan 2017	STSGX vs ADNPX
AADBX	American Beacon Balanced Fund	Diversified Portfolio	44	4.63%	—	Jul 1987	STSGX vs AADBX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	93	38.55%	—	Aug 1994	STSGX vs TIVFX
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	88	11.59%	—	Aug 2014	STSGX vs AHLPX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	96	1.91%	—	Feb 2011	STSGX vs SHYPX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	33	8.26%	—	Aug 1991	STSGX vs AAIEX

Often Compared With STSGX

Investors most often compare STSGX with HRSMX, JANIX, JGMNX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.43%	—	Jan 2003	STSGX vs HRSMX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	40	13.76%	—	Feb 2005	STSGX vs JANIX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	41	13.86%	—	May 2012	STSGX vs JGMNX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	40	13.70%	—	Feb 2005	STSGX vs JATTX

Compare STSGX with Any Fund or Stock

Compare STSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair STSGX with funds that move differently

American Beacon Stephens Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STSGX.

Explore STSGX Diversifiers

American Beacon Stephens Small Cap Growth Fund (STSGX) Alternatives