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Fund Intelligence | Best Managers | AFHYX Insights | AFHYX Score | AFHYX Performance | AFHYX Manager | AFHYX News | AFHYX Allocation | AFHYX Holdings Change

Mutual Fund Insights: AFBA 5Star Total Return Bond I Fund (AFHYX)

In-depth Analysis of AFBA 5Star Total Return Bond I Fund (AFHYX)

Mutual fund chart: AFBA 5Star Total Return Bond I Fund (AFHYX)

3 months
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See AFBA 5Star Total Return Bond I Fund (AFHYX) performance details as of January 31, 2010

  

    Last Trade: $8.71 on 3/19/2010, Change: -0.01 (-0.11%)

  

Fund Manager - Gary B. Cloud

Fund Manager Tenure: 2.7 years   [Similar Funds: AFHAX  AFHCX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Cloud joined the advisor in 2003 and currently serves as senior vice president and Fixed Income portfolio manager. He also serves as a member of the advisors fixed income and equity investment committees, and as the chairman of the asset allocation committee. Cloud began his investment career in 1986. From 1998 to 2003, he was a vice president of Securities for Business Mens Assurance. Cloud holds the Chartered Financial Analyst designation.  Get more insights on Gary B. Cloud

  

What we like about AFBA 5Star Total Return Bond I Fund (AFHYX) What we like about AFBA 5Star Total Return Bond I Fund (AFHYX)

Data for AFBA 5Star Total Return Bond I Fund (AFHYX) as of January 31, 2010

  • AFBA 5Star Total Return Bond I Fund (AFHYX) has good mid-term performance (3-year return 5.48% vs 5.02% Intermediate-Term Bond category average)
  • AFBA 5Star Total Return Bond I Fund (AFHYX) has good Long-term performance (5-year return 5.22% vs 4.10% Intermediate-Term Bond category average)
  • AFBA 5Star Total Return Bond I Fund (AFHYX) ratio of up-years vs down years is greater than 2
  • AFBA 5Star Total Return Bond I Fund (AFHYX) has a Morningstar rating of 4 and above
  • AFBA 5Star Total Return Bond I Fund (AFHYX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.84, lower than category average of 6.05
  • AFBA 5Star Total Return Bond I Fund (AFHYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AFBA 5Star Total Return Bond I Fund (AFHYX) What we are cautious about AFBA 5Star Total Return Bond I Fund (AFHYX)

Data for AFBA 5Star Total Return Bond I Fund (AFHYX) as of January 31, 2010

  • AFBA 5Star Total Return Bond I Fund (AFHYX) management has been with AFBA 5Star Total Return Bond I Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AFBA 5Star Total Return Bond I Fund is a focused fund with 36.54% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AFBA 5Star Total Return Bond I Fund (AFHYX) has a less-than-ideal short-term performance (1-year return 12.23% vs 15.89% Intermediate-Term Bond category average)
  • AFBA 5Star Total Return Bond I Fund (AFHYX) has a higher management fee of 1.05% than its Intermediate-Term Bond average of 0.95%
See AFBA 5Star Total Return Bond I Fund (AFHYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Intermediate-Term Bond category?

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

  

AFBA 5Star Total Return Bond I Fund (AFHYX) Net Asset

Track net asset change of AFBA 5Star Total Return Bond I fund (AFHYX)

DateNet Asset
01/2010$23.94M
11/2009$24.07M
10/2009$23.82M
More historic net asset information on AFBA 5Star Total Return Bond I Fund (AFHYX)

  

AFBA 5Star Total Return Bond I Fund (AFHYX) Portfolio Allocation

Track portfolio allocation change of AFBA 5Star Total Return Bond I fund (AFHYX)

DateCashStockBondOther
09/20095.17%0%91.87%2.96%
06/20096.86%0%90.73%2.41%
03/20096.21%0%93.11%0.68%
Click here to see more historic asset allocation information on AFBA 5Star Total Return Bond I Fund (AFHYX)

  

Most Recent Top 10 Holdings in AFBA 5Star Total Return Bond I Fund (AFHYX)

Discover what AFBA 5Star Total Return Bond I Fund (AFHYX) manager is buying

30-Sep-09
US Treasury Bond 5% [7.48%]
US Treasury Note 4.75% [6.17%]
FNMA 6% [4.58%]
FHLMC 5.5% [4.29%]
FNMA 4.5% [3.74%]
FHLBA 5.75% [2.52%]
Chase Issuance Tr 2007-15a 4.96% [1.84%]
Chase Issuance Tr 2005-10a 4.65% [1.84%]
Lions Gate Entmt 2.938% [1.76%]
Abbott Labs 5.6% [1.68%]

30-Jun-09
US Treasury Note 4.75% [6.34%]
US Treasury Bond 5% [5.82%]
FNMA 6% [4.91%]
FHLMC 5.5% [4.71%]
FNMA 4.5% [4.09%]
FHLBA 5.75% [3.02%]
Chase Issuance Tr 2007-15a 4.96% [1.9%]
Chase Issuance Tr 2005-10a 4.65% [1.89%]
Abbott Labs 5.6% [1.74%]
Lions Gate Entmt 2.938% [1.62%]

31-Mar-09
US Treasury Note 4.75% [8.86%]
FHLBA 5.75% [6.74%]
US Treasury Bond 5% [6.71%]
FNMA 6% [5.5%]
FHLMC 5.5% [5.27%]
FNMA 4.5% [4.48%]
Chase Issuance Tr 2007-15a 4.96% [1.92%]
Chase Issuance Tr 2005-10a 4.65% [1.9%]
Abbott Labs 5.6% [1.81%]
US TREASURY NOTE [1.58%]
Click here for Stock Holding Change Map in AFBA 5Star Total Return Bond I Fund (AFHYX)

  

Related books and products to AFBA 5Star Total Return Bond I Fund (AFHYX)

  

Latest News on AFBA 5Star Total Return Bond I (AFHYX)

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