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

Mutual Fund Insights: American Funds Capital World Bond 529C Fund (CCWCX)

In-depth Analysis of American Funds Capital World Bond 529C Fund (CCWCX)

Mutual fund chart: American Funds Capital World Bond 529C Fund (CCWCX)

3 months
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1 year
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See American Funds Capital World Bond 529C Fund (CCWCX) performance details as of January 31, 2010

  

    Last Trade: $20.18 on 3/10/2010, Change: +0.01 (0.05%)

  

Fund Manager - James R. Mulally

Fund Manager Tenure: 22.6 years   [Similar Funds: CCWAX  CCWBX  CCWEX  CCWFX ]
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
Mulally is a senior vice president of Capital Research and Management Company, his employer since 1980. He also has global fixed-income portfolio management responsibilities with Capital International Limited. From 1983 to 1988 he was based in London. Prior to coming to Capital, Mulally was a research associate with the Federal Reserve Bank of Minneapolis.  Get more insights on James R. Mulally

  

What we like about American Funds Capital World Bond 529C Fund (CCWCX) What we like about American Funds Capital World Bond 529C Fund (CCWCX)

Data for American Funds Capital World Bond 529C Fund (CCWCX) as of January 31, 2010

  • American Funds Capital World Bond 529C Fund (CCWCX) management has been with American Funds Capital World Bond 529C Fund for 22.6 years
  • American Funds Capital World Bond 529C Fund (CCWCX) has an annual stock turnover rate of 106.00% vs World Bond average of 180.34%. It is good that American Funds Capital World Bond 529C management does not trade extensively for its return.

  

What we are cautious about American Funds Capital World Bond 529C Fund (CCWCX) What we are cautious about American Funds Capital World Bond 529C Fund (CCWCX)

Data for American Funds Capital World Bond 529C Fund (CCWCX) as of January 31, 2010

  • American Funds Capital World Bond 529C Fund (CCWCX) has a less-than-ideal short-term performance (1-year return 14.55% vs 16.37% World Bond category average)
  • American Funds Capital World Bond 529C Fund (CCWCX) has a less-than-ideal mid-term performance (3-year return 5.65% vs 6.86% World Bond category average)
  • American Funds Capital World Bond 529C Fund (CCWCX) has a less-than-ideal Long-term performance (5-year return 3.89% vs 4.46% World Bond category average)
  • American Funds Capital World Bond 529C Fund (CCWCX) ratio of up-years vs down years can be improved
  • American Funds Capital World Bond 529C Fund (CCWCX) has a Morningstar rating of 3 and below
  • American Funds Capital World Bond 529C Fund (CCWCX) is less safe compared to its World Bond peers
  • American Funds Capital World Bond 529C Fund (CCWCX) does not have a good risk adjusted return as its 3-year Alpha of -3.75 is worse than category average of -1.49, and its 3-year Sharpe ratio is 0.44
  • American Funds Capital World Bond 529C Fund (CCWCX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.95 that is higher than category average of 8.78
  • American Funds Capital World Bond 529C Fund (CCWCX) has a higher management fee of 1.77% than its World Bond average of 1.13%
  • American Funds Capital World Bond 529C Fund (CCWCX) carries a 1% load
See American Funds Capital World Bond 529C Fund (CCWCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar World Bond category?

Below are some additional World Bond mutual funds generated out of our database

  

American Funds Capital World Bond 529C Fund (CCWCX) Net Asset

Track net asset change of American Funds Capital World Bond 529C fund (CCWCX)

DateNet Asset
01/2010$117.95M
11/2009$116.75M
10/2009$103.99M
More historic net asset information on American Funds Capital World Bond 529C Fund (CCWCX)

  

American Funds Capital World Bond 529C Fund (CCWCX) Portfolio Allocation

Track portfolio allocation change of American Funds Capital World Bond 529C fund (CCWCX)

DateCashStockBondOther
09/20094.44%0%94.91%0.65%
06/20094.07%0%95.25%0.68%
03/20092.98%0%96.23%0.8%
Click here to see more historic asset allocation information on American Funds Capital World Bond 529C Fund (CCWCX)

  

Most Recent Top 10 Holdings in American Funds Capital World Bond 529C Fund (CCWCX)

Discover what American Funds Capital World Bond 529C Fund (CCWCX) manager is buying

30-Sep-09
Japan (Government Of) 1.3% [3.49%]
US Treasury Note 3.125% [2.44%]
Japan (Government Of) 0.7% [1.61%]
US Treasury Note 5.125% [1.28%]
Germany (Federal Republic Of) 4.25% [1.28%]
Germany (Federal Republic Of) 4% [1.04%]
Dt Genossch Hypobk 4% [1.01%]
Italy(Rep Of) 4.5% [1%]
Dexia Muni Agency 4.5% [1%]
US Treasury Bond 7.5% [0.92%]

30-Jun-09
Japan (Government Of) 1.3% [3.49%]
US Treasury Note 3.125% [2.44%]
Japan (Government Of) 0.7% [1.61%]
US Treasury Note 5.125% [1.28%]
Germany (Federal Republic Of) 4.25% [1.28%]
Germany (Federal Republic Of) 4% [1.04%]
Dt Genossch Hypobk 4% [1.01%]
Italy(Rep Of) 4.5% [1%]
Dexia Muni Agency 4.5% [1%]
US Treasury Bond 7.5% [0.92%]

31-Mar-09
Germany(Fed Rep) 4% [2.07%]
Japan (Government Of) 1.5% [2.04%]
Japan(Govt Of) 1.7% [1.95%]
Germany (Federal Republic Of) 5.375% [1.76%]
Germany(Fed Rep) 4% [1.75%]
Germany(Fed Rep) 4.25% [1.51%]
US Treasury Note 5.125% [1.45%]
Germany (Federal Republic Of) 6.25% [1.37%]
Germany(Fed Rep) 4.5% [1.27%]
US Treasury Bond 7.5% [1.03%]
Click here for Stock Holding Change Map in American Funds Capital World Bond 529C Fund (CCWCX)

  

Related books and products to American Funds Capital World Bond 529C Fund (CCWCX)

  

Latest News on American Funds Capital World Bond 529C (CCWCX)

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