THE POWER OF GROWTH®
NEWS AND PUBLICATIONS
PSN Top Guns Performers, December 31, 2023
"Stephens SMID Hybrid Separate Account Strategy Named 1 Stars Top Gun in the Mid Cap Universe and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.
PSN Top Guns Performers, December 31, 2022
"Stephens SMID Hybrid Separate Account Strategy Named 1 Stars Top Gun in the Mid Cap Universe and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.
PSN Top Guns Performers, December 31, 2022
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2022. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending December 31, 2022. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2022
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2022. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending June 30, 2022. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2022
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2022. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2022. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2022
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2022. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2022. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2022. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2022. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2021
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2021. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending June 30, 2021. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2021
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2021, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending December 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, September 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending September 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending September 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, September 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending September 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending September 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Leader's & Innovators All Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the All Cap Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style.benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Leader's & Innovators All Cap Growth Separate Account Strategy Named 1 Stars Top Gun in the All Cap Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.
PSN Top Guns Performers, March 31, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Cap Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 4 Stars Top Gun in the Small-Mid Cap Universe and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 5 Stars Top Gun in the Small-Mid Cap Universe and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 6 Stars Top Gun in the Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2019. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named Manager of the Decade in the Mid Growth Universe"
Top Guns of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2019. At this point, the top ten performers for the latest ten-year period ending December 31, 2019 become the PSN Top Guns Manager of the Decade.
PSN Top Guns Performers, September 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, June 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2019. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2019. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, March 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named Bull/Bear Masters in the Mid Cap Universe"
Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap, Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Cap Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named Bull/Bear Masters in the Small-Mid and Small-Mid Growth Universe"
Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.
CITYWIREusa.com, March 20, 2019
"Mid-cap magic: 12 PMs posting top risk-adjusted returns", by Robert St. George
Citywire quoted Ryan Crane, Chief Investment Officer for Stephens Investment Management Group, regarding the market volatility from the fourth quarter of 2018. The four Portfolio Managers for the American Beacon Stephens Mid-Cap Growth Fund were recognized by Citywire for producing the best risk-adjusted returns in this category over the past three years.
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2021. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending June 30, 2021. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2021
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2021, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending December 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, September 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending September 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending September 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, September 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending September 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending September 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 6 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Leader's & Innovators All Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the All Cap Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style.benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2020
"Stephens Leader's & Innovators All Cap Growth Separate Account Strategy Named 1 Stars Top Gun in the All Cap Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.
PSN Top Guns Performers, March 31, 2020
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Core Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Cap Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 4 Stars Top Gun in the Small-Mid Cap Universe and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 5 Stars Top Gun in the Small-Mid Cap Universe and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, March 31, 2020
"Stephens SMID Select Growth Separate Account Strategy Named 6 Stars Top Gun in the Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 6 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending March 31, 2020. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods, ending March 31, 2020. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest five-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending December 31, 2019. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, December 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named Manager of the Decade in the Mid Growth Universe"
Top Guns of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2019. At this point, the top ten performers for the latest ten-year period ending December 31, 2019 become the PSN Top Guns Manager of the Decade.
PSN Top Guns Performers, September 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, June 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 4 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named 5 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 5 STAR category products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five year period ending June 30, 2019. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending June 30, 2019. After that, PSN selects only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period become the TOP GUNS.
PSN Top Guns Performers, June 30, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Cap and Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, March 31, 2019
"Stephens Mid Cap Growth Separate Account Strategy Named Bull/Bear Masters in the Mid Cap Universe"
Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap, Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Cap Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"
The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.
PSN Top Guns Performers, March 31, 2019
"Stephens SMID Hybrid Growth Separate Account Strategy Named Bull/Bear Masters in the Small-Mid and Small-Mid Growth Universe"
Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.
CITYWIREusa.com, March 20, 2019
"Mid-cap magic: 12 PMs posting top risk-adjusted returns", by Robert St. George
Citywire quoted Ryan Crane, Chief Investment Officer for Stephens Investment Management Group, regarding the market volatility from the fourth quarter of 2018. The four Portfolio Managers for the American Beacon Stephens Mid-Cap Growth Fund were recognized by Citywire for producing the best risk-adjusted returns in this category over the past three years.