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 133 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | STSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | STSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | STSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | STSGX vs VRTGX | |
| 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 26. There are 116 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | STSGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | STSGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | STSGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | STSGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | STSGX vs NESGX |
Top Performing STSGX Alternatives (YTD)
STSGX is at 11.04% YTD. There are 125 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | STSGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | STSGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | STSGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | STSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | STSGX vs NEAGX |
Lowest Volatility Alternatives to STSGX
STSGX has 20.56% 1-year volatility. There are 64 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | STSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | STSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | STSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | STSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | STSGX vs ETEGX |
Lowest Drawdown Alternatives to STSGX
STSGX has a 1-year max drawdown of -12.89%. There are 53 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | STSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | STSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | STSGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | STSGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | STSGX vs SGPIX |
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 | 99 | 7.82% | — | Feb 2014 | STSGX vs AGEPX | |
| American Beacon AHL TargetRisk Fund | Tactical Allocation | 66 | 6.27% | — | Dec 2018 | STSGX vs AHTPX | |
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 84 | 26.12% | — | Dec 1998 | STSGX vs AVFIX | |
| American Beacon Large Cap Value Fund | Large Cap Value Equities | 75 | 10.91% | — | Jul 1987 | STSGX vs AADEX | |
| American Beacon Tocqueville International Value Fu... | Foreign Large Cap Equities | 52 | 17.03% | — | Aug 1994 | STSGX vs TIVFX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 91 | 9.98% | — | Aug 2014 | STSGX vs AHLPX | |
| American Beacon ARK Transformational Innovation Fu... | Mid Cap Growth Equities | 5 | -4.07% | — | Jan 2017 | STSGX vs ADNPX | |
| American Beacon Balanced Fund | Diversified Portfolio | 69 | 6.20% | — | Jul 1987 | STSGX vs AADBX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 59 | 12.56% | — | Aug 1991 | STSGX vs AAIEX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.75% | — | Feb 2011 | STSGX vs SHYPX |
Often Compared With STSGX
Investors most often compare STSGX with HRSMX, JANIX, RFIMX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 74 | 20.60% | — | Jan 2003 | STSGX vs HRSMX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 49 | 14.10% | — | Feb 2005 | STSGX vs JANIX | |
| Ranger Micro Cap Fund | Small Cap Growth Equities | 38 | 14.36% | — | Jun 2018 | STSGX vs RFIMX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 48 | 14.05% | — | Feb 2005 | STSGX vs JATTX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 46 | 14.19% | — | May 2012 | STSGX vs JGMNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | Small Cap Growth Equities | 8 | 8.51% | — | Sep 1997 | STSGX vs ETMGX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 79 | 23.86% | — | Oct 2008 | STSGX vs FGROX | |
| Emerald Growth Fund | Small Cap Growth Equities | 78 | 23.61% | — | Oct 1992 | STSGX vs HSPGX | |
| American Beacon Developing World Income Fund Class... | Emerging Markets Bonds | 99 | 7.93% | — | Feb 2014 | STSGX vs AGEYX |
Compare STSGX with Any Fund or Stock
Compare STSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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