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American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

Fund performance review and position details on American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

    Last Trade: $ on , Change: (0%)

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) HighlightAmerican Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Fund Summary

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) statistics as of May 30, 2016

Category: Short-Term Bond
Fund Family: American Funds
Net Asset: $5.22B
Yield: 0.84%
Year-to-Date Return: 0.95%
Morningstar rating: 2

 

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) CostAmerican Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Cost

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Short-Term Bond average): 0.53% (0.80%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 452.00%

 

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) PerformanceAmerican Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Performance

Most current American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Performance

1-month Performance (Short-Term Bond category median performance): -0.11% (-0.02%)
3-month Performance (Short-Term Bond category median performance): 0.52% (0.91%)
1 Year Performance (Short-Term Bond category median performance): 0.63% (0.74%)
3 Year Performance (Short-Term Bond category median performance): 0.62% (0.93%)
5 Year Performance (Short-Term Bond category median performance): 0.59% (1.38%)
Number of Years of positive return: 8 years
Number of Years of negative return: 1 years
3 year Alpha (Short-Term Bond category average): -0.1 (0.01)
3 year Beta (Short-Term Bond category average): 0.23 (0.31)
3 year Sharpe Ratio: 0.69
3 year Treynor: 2.41

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) topholdingTop Stock Holdings in American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
US Treasury Note 0.875%3.89%N/A
US Treasury Note 1%3.89%N/A
US Treasury Note 1.125%2.93%N/A
US Treasury TIP2.77%N/A
US Treasury Note 0.75%2.25%N/A
US Treasury Note 1.25%1.96%N/A
US Treasury Note1.62%N/A
US Treasury Note 1.5%1.61%N/A
*Note: The price change will reset to 0 after the midnight

 

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Portfolio AllocationAmerican Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Fund Portfolio Allocation

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Fund Portfolio Allocation data as of 03/2016

Stock0%
Bond81.35%
Cash18.65%
Other0%

 

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) CompareCompare with other Short-Term Bond category mutual funds

Below are some additional Short-Term Bond mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds ST Bd Fd of Amer 529F10.630.620.59
Hartford Short Duration I (HSDIX)1.361.562.08 Compare
Principal Short-Term Income R5 (PSIQX)1.141.271.77 Compare
Morgan Stanley Inst Limited Duration I (MPLDX)2.861.941.90 Compare

See top fund managers for Short-Term Bond Category Funds

 

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) PerformanceOther Financial Data Web Sites on American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

Addition research sites for American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

 

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