Fund Mojo help you discover the best fund managers, funds, and related information

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

American Funds AMCAP 529A (CAFAX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds AMCAP 529A (CAFAX) Fund

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

 

Graph of American Funds AMCAP 529A Fund (CAFAX) ManagerFund Manager - Claudia S. Huntington

Fund Manager Information

Fund Manager Tenure: 21.6 years
Similar Funds: CAFBX  CAFCX  CAFEX  CAFFX 
Fund Family: American Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of American Funds AMCAP 529A Fund (CAFAX) ProfileAmerican Funds AMCAP 529A Fund (CAFAX) Profile

Fund Profile and Description

American Funds AMCAP 529A Fund seeks long-term growth of capital. American Funds AMCAP 529A Fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. It may invest in common stocks and other securities of issuers domiciled outside the United States to a limited extent and may also hold cash or money market instruments.

 

American Funds AMCAP 529A (CAFAX) Fund Strength What we like about American Funds AMCAP 529A (CAFAX) Fund

Data for American Funds AMCAP 529A Fund (CAFAX) as of May 30, 2016

  • American Funds AMCAP 529A Fund (CAFAX) management has been with American Funds AMCAP 529A Fund for 21.6 years
  • American Funds AMCAP 529A Fund (CAFAX) has good short-term performance (1-year return -1.55% vs -1.74% Large Growth category median performance)
  • American Funds AMCAP 529A Fund (CAFAX) has good mid-term performance (3-year return 11.34% vs 10.74% Large Growth category median performance)
  • American Funds AMCAP 529A Fund (CAFAX) has good Long-term performance (5-year return 11.47% vs 10.14% Large Growth category median performance)
  • American Funds AMCAP 529A Fund (CAFAX) ratio of up-years vs down years is greater than 2
  • Asset base in American Funds AMCAP 529A Fund (CAFAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds AMCAP 529A Fund (CAFAX) has an annual stock turnover rate of 31.00% vs Large Growth average of 50.46%. It is good that American Funds AMCAP 529A management does not trade extensively for its return.
  • American Funds AMCAP 529A Fund (CAFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.28, lower than category average of 12.75
  • American Funds AMCAP 529A Fund (CAFAX) has a lower expense ratio than its Large Growth average: 0.77% vs 1.17%

American Funds AMCAP 529A Fund (CAFAX) Weakness What we are cautious about American Funds AMCAP 529A (CAFAX) Fund

Data for American Funds AMCAP 529A Fund (CAFAX) as of May 30, 2016

  • American Funds AMCAP 529A Fund (CAFAX) has a Morningstar rating of 3 and below
  • American Funds AMCAP 529A Fund (CAFAX) carries a 5.75% load
See American Funds AMCAP 529A Fund (CAFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds AMCAP 529A Fund (CAFAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds AMCAP 529A3.38-1.5511.3411.47
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)1.262.9712.4812.12Compare

See top fund managers for Large Growth Category Funds

 

Compare American Funds AMCAP 529A Fund (CAFAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of American Funds AMCAP 529A Fund (CAFAX) Net Asset TrackingAmerican Funds AMCAP 529A (CAFAX) Fund Net Asset

Track net asset change of American Funds AMCAP 529A fund (CAFAX)

DateNet Asset
05/2016$48.39B
03/2016$46.92B
02/2016$43.99B
More historic net asset information on American Funds AMCAP 529A Fund (CAFAX)

  

Graph of American Funds AMCAP 529A Fund (CAFAX) Portfolio TrackingAmerican Funds AMCAP 529A (CAFAX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds AMCAP 529A fund (CAFAX)

DateCashStockBondOther
03/201613.03%86.02%0.84%0.11%
12/20159.76%87.54%0.2%2.5%
09/20159.4%87.98%0%2.62%
Click here to see more historic asset allocation information on American Funds AMCAP 529A Fund (CAFAX)

 

graph of American Funds AMCAP 529A Fund (CAFAX) Top 10 Position TrackingTop 10 Holdings in American Funds AMCAP 529A (CAFAX) Fund

Discover what American Funds AMCAP 529A Fund (CAFAX) manager is buying

Mar 30, 2016
Amgen Inc. [2.85%]
Oracle Corporation Common Stock [2.74%]
Netflix, Inc. [2.69%]
UnitedHealth Group Incorporated [2.29%]
Accenture plc Class A Ordinary [2.05%]
Broadcom Limited [2.01%]
Alexion Pharmaceuticals, Inc. [1.86%]
Stryker Corporation Common Stoc [1.76%]
Monsanto Company Common Stock [1.41%]
Texas Instruments Incorporated [1.41%]

Dec 30, 2015
Amgen Inc. [3.02%]
Alexion Pharmaceuticals, Inc. [2.49%]
Netflix, Inc. [2.41%]
Oracle Corporation Common Stock [2.36%]
UnitedHealth Group Incorporated [2.04%]
Alphabet Inc. [1.92%]
Accenture plc. Class A Ordinary [1.82%]
Amazon.com, Inc. [1.62%]
Progressive Corporation (The) C [1.6%]
Broadcom Limited [1.57%]

Sep 29, 2015
Amgen Inc. [2.76%]
Netflix, Inc. [2.33%]
Oracle Corporation Common Stock [2.24%]
Alexion Pharmaceuticals, Inc. [2.17%]
UnitedHealth Group Incorporated [2.09%]
Precision Castparts Corporation [1.91%]
Accenture plc. Class A Ordinary [1.83%]
Alphabet Inc. [1.8%]
Amazon.com, Inc. [1.72%]
BioMarin Pharmaceutical Inc. [1.71%]
Click here for Stock Holding Change Map in American Funds AMCAP 529A Fund (CAFAX)

  

Latest News on American Funds AMCAP 529A (CAFAX) Fund

See what is happening with American Funds AMCAP 529A Fund (CAFAX)

    No recent news

 

American Funds AMCAP 529A Fund (CAFAX) Related ResourcesSee more information on American Funds AMCAP 529A (CAFAX) Fund

Popular pages on American Funds AMCAP 529A (CAFAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update