# Portfolio overlap — STSIX vs LSMIX

Comparing **American Beacon Stephens Small Cap Growth Fund** (2026-03-31) and **Loomis Sayles Small/Mid Cap Growth Fund** (2026-03-31).

- Shared positions: 21
- American Beacon Stephens Small Cap Growth Fund covered by Loomis Sayles Small/Mid Cap Growth Fund: 0.1976798979205084867680299171
- Loomis Sayles Small/Mid Cap Growth Fund covered by American Beacon Stephens Small Cap Growth Fund: 0.1976798979205084867680299171

## American Beacon Stephens Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| American Beacon U.S. Government Money Market Fund | 0.047138 |  |
| EZCORP INC CL A NON VTG | 0.021508 |  |
| FIRSTCASH HOLDINGS INC | 0.021100 |  |
| ENCORE CAPITAL G | 0.020692 |  |
| RBC BEARINGS INC | 0.020418 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.018991 |  |
| POWELL INDUSTRIES INC | 0.018825 |  |
| FIVE BELOW INC | 0.018470 |  |
| NLIGHT INC | 0.017295 |  |
| LIGAND PHARMACEUTICALS | 0.017107 |  |
| LEONARDO DRS INC | 0.016775 | ✓ |
| VSE CORP | 0.016460 | ✓ |
| PIPER SANDLER CO | 0.014958 |  |
| PALOMAR HOLDINGS | 0.014804 |  |
| BWX TECHNOLOGIES INC | 0.014215 | ✓ |
| EXELIXIS INC | 0.014074 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.014072 | ✓ |
| BLOOM ENERGY CORP CL A | 0.013839 |  |
| VIRTU FINANCIAL INC- CL A | 0.013789 |  |
| HALOZYME THERAPEUTICS INC | 0.013538 |  |
| FABRINET | 0.013263 |  |
| TECHNIPFMC PLC | 0.012985 |  |
| ACADEMY SPORTS and OUTDOORS INC | 0.012697 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.012581 | ✓ |
| REPLIGEN CORP | 0.012488 | ✓ |
| SUPERNUS PHARMACEUTICALS INC | 0.012248 |  |
| VIPER ENERGY INC A | 0.012179 |  |
| MEDPACE HOLDINGS INC | 0.011466 |  |
| AEROVIRONMENT INC | 0.011197 |  |
| LATTICE SEMICONDUCTOR CORP | 0.011148 |  |
| IRHYTHM TECHNOLOGIES INC | 0.011050 | ✓ |
| BOOT BARN HOLDINGS INC | 0.010720 |  |
| FIRST WATCH RESTAURANT GROUP INC | 0.010636 |  |
| SILICON LABS | 0.010603 | ✓ |
| MANHATTAN ASSOCIATES INC | 0.010375 |  |
| KARMAN HOLDINGS INC | 0.010319 | ✓ |
| RYAN SPECIALTY HOLDINGS INC | 0.010201 |  |
| BALCHEM CORP | 0.010023 |  |
| GLOBUS MEDICAL INC | 0.009706 |  |
| MAXIMUS INC | 0.009389 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.009288 |  |
| DESCARTES SYS | 0.009202 |  |
| XOMETRY INC-A | 0.009122 |  |
| AMPRIUS TECHNOLOGIES INC | 0.009119 |  |
| PARK AEROSPACE CORP | 0.009114 |  |
| RAMBUS INC | 0.008892 | ✓ |
| AAON INC | 0.008841 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.008832 |  |
| Icon Public Limited Company | 0.008829 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.008744 | ✓ |

## Loomis Sayles Small/Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIXED INC CLEARING CORP.REPO | 0.029764 |  |
| BWX TECHNOLOGIES INC | 0.024009 | ✓ |
| CASEY'S GENERAL | 0.023399 |  |
| ADV ENERGY INDS | 0.022925 |  |
| CIENA CORP | 0.021974 | ✓ |
| RBC BEARINGS INC | 0.021022 | ✓ |
| INSMED INC | 0.020071 |  |
| ITT INC | 0.018575 |  |
| LAUREATE EDUCATION INC CL A | 0.018420 |  |
| MKS INSTRUMENTS INC | 0.018396 |  |
| NOVA LTD | 0.018248 |  |
| NATERA INC | 0.017506 |  |
| ATI INC | 0.017225 |  |
| LEGENCE CORP-A | 0.017041 |  |
| GENERAC HOLDINGS INC | 0.016296 | ✓ |
| ALLEGRO MICROSYSTEMS INC | 0.016042 |  |
| AXOS FINANCIAL INC | 0.015989 |  |
| FLOWSERVE CORP | 0.015598 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.015568 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.015075 | ✓ |
| ENOVA INTL INC | 0.014738 |  |
| VSE CORP | 0.014257 | ✓ |
| KARMAN HOLDINGS INC | 0.014042 | ✓ |
| TEXAS ROADHOUSE INC | 0.013921 |  |
| TRIMBLE INC | 0.013756 |  |
| UNIVERSAL TECHNI | 0.013529 |  |
| PRIVIA HEALTH GROUP INC | 0.013493 |  |
| NEUROCRINE BIOSCIENCES INC | 0.013477 |  |
| HEXCEL CORPORATION | 0.013263 |  |
| RAMBUS INC | 0.013197 | ✓ |
| HEALTHEQUITY INC | 0.013148 | ✓ |
| LEONARDO DRS INC | 0.012918 | ✓ |
| CRANE CO | 0.012853 |  |
| FED SIGNAL CORP | 0.012848 |  |
| JAZZ PHARMA PLC | 0.012755 |  |
| ALKERMES PLC | 0.012637 |  |
| FLOWCO HOLDINGS INC | 0.012256 |  |
| INTERDIGITAL INC | 0.012163 |  |
| STIFEL FINANCIAL CORP | 0.012129 |  |
| CACI INTL-A | 0.012054 |  |
| SILICON LABS | 0.011909 | ✓ |
| BRIGHTSPRING HEALTH SERVICES INC | 0.011584 |  |
| Ascendis Pharma A/S | 0.011410 |  |
| REPLIGEN CORP | 0.011054 | ✓ |
| STONEX GROUP INC | 0.011054 |  |
| PERFORMANCE FOOD GROUP CO | 0.010866 |  |
| INNOVEX INTERNATIONAL INC | 0.010299 |  |
| BJS WHSL CLUB HLDGS INC | 0.010232 |  |
| PLANET FITNESS INC CL A | 0.010110 |  |
| GLAUKOS CORP | 0.010101 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-056079` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826056079/0001410368-26-056079-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056137` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056137/0001410368-26-056137-index.htm>

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