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American Funds Bond Fund of Amer 529C (CFACX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Bond Fund of Amer 529C (CFACX) Fund

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

 

Graph of American Funds Bond Fund of Amer 529C Fund (CFACX) ManagerFund Manager - John H. Smet

Fund Manager Information

Fund Manager Tenure: 31.3 years
Similar Funds: CFAAX  CFABX  CFAEX  CFAFX 
Fund Family: American Funds
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Smet is a senior vice president with Capital Research & Management Company, his employer since 1983.  Get more insights on John H. Smet

 

Graph of American Funds Bond Fund of Amer 529C Fund (CFACX) ProfileAmerican Funds Bond Fund of Amer 529C Fund (CFACX) Profile

Fund Profile and Description

American Funds Bond Fund of Amer 529C Fund seeks to provide as high a level of current income as is consistent with the preservation of capital. American Funds Bond Fund of Amer 529C Fund normally invests at least 80% of assets in bonds and other debt securities. It invests a majority of its assets in debt securities rated A3/A- or better, including securities issued and guaranteed by the U.S. and other governments, and securities backed by mortgages and other assets. American Funds Bond Fund of Amer 529C Fund currently does not invest more than 10% of its assets in debt securities rated Ba1 and BB or below or in debt securities that are unrated but determined to be of equivalent quality.

 

American Funds Bond Fund of Amer 529C (CFACX) Fund Strength What we like about American Funds Bond Fund of Amer 529C (CFACX) Fund

Data for American Funds Bond Fund of Amer 529C Fund (CFACX) as of May 30, 2016

  • American Funds Bond Fund of Amer 529C Fund (CFACX) management has been with American Funds Bond Fund of Amer 529C Fund for 31.3 years
  • American Funds Bond Fund of Amer 529C Fund (CFACX) ratio of up-years vs down years is greater than 2
  • Asset base in American Funds Bond Fund of Amer 529C Fund (CFACX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Bond Fund of Amer 529C Fund (CFACX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.97, lower than category average of 3.08

American Funds Bond Fund of Amer 529C Fund (CFACX) Weakness What we are cautious about American Funds Bond Fund of Amer 529C (CFACX) Fund

Data for American Funds Bond Fund of Amer 529C Fund (CFACX) as of May 30, 2016

  • American Funds Bond Fund of Amer 529C Fund (CFACX) has a less-than-ideal short-term performance (1-year return 1.47% vs 2.06% Intermediate-Term Bond category median performance)
  • American Funds Bond Fund of Amer 529C Fund (CFACX) has a less-than-ideal mid-term performance (3-year return 1.67% vs 2.45% Intermediate-Term Bond category median performance)
  • American Funds Bond Fund of Amer 529C Fund (CFACX) has a less-than-ideal Long-term performance (5-year return 2.28% vs 3.27% Intermediate-Term Bond category median performance)
  • American Funds Bond Fund of Amer 529C Fund (CFACX) has a Morningstar rating of 3 and below
  • American Funds Bond Fund of Amer 529C Fund (CFACX) is less safe compared to its Intermediate-Term Bond peers
  • American Funds Bond Fund of Amer 529C Fund (CFACX) has an annual stock turnover rate of 401.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean American Funds Bond Fund of Amer 529C is more nimble, but also signal potential high tax impact and high trading fees
  • American Funds Bond Fund of Amer 529C Fund (CFACX) has a higher expense ratio of 1.46% than its Intermediate-Term Bond average of 0.81%
  • American Funds Bond Fund of Amer 529C Fund (CFACX) carries a 1% load
See American Funds Bond Fund of Amer 529C Fund (CFACX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Bond Fund of Amer 529C Fund (CFACX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Bond Fund of Amer 529C2.771.471.672.28
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare American Funds Bond Fund of Amer 529C Fund (CFACX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of American Funds Bond Fund of Amer 529C Fund (CFACX) Net Asset TrackingAmerican Funds Bond Fund of Amer 529C (CFACX) Fund Net Asset

Track net asset change of American Funds Bond Fund of Amer 529C fund (CFACX)

DateNet Asset
05/2016$30.38B
03/2016$29.75B
02/2016$29.06B
More historic net asset information on American Funds Bond Fund of Amer 529C Fund (CFACX)

  

Graph of American Funds Bond Fund of Amer 529C Fund (CFACX) Portfolio TrackingAmerican Funds Bond Fund of Amer 529C (CFACX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Bond Fund of Amer 529C fund (CFACX)

DateCashStockBondOther
03/20165.76%0.01%90.44%3.69%
12/201510.96%0.01%86.89%2.02%
09/20154.53%0.01%93.92%1.49%
Click here to see more historic asset allocation information on American Funds Bond Fund of Amer 529C Fund (CFACX)

 

graph of American Funds Bond Fund of Amer 529C Fund (CFACX) Top 10 Position TrackingTop 10 Holdings in American Funds Bond Fund of Amer 529C (CFACX) Fund

Discover what American Funds Bond Fund of Amer 529C Fund (CFACX) manager is buying

Mar 30, 2016
US Treasury Note 1.125% [3.76%]
US Treasury Bond 3% [2.16%]
GNMA 4% [2.12%]
US Treasury Note 1.5% [1.9%]
US Treasury Note 1.625% [1.58%]
US Treasury Bond 2.5% [1.57%]
Freddie Mac Gold Single Family TBA 4% 2046-05-01 [1.42%]
US Treasury Note 1.375% [1.23%]

Dec 30, 2015
Govt Natl Mtg Asso 4% [3.5%]
US Treasury Note [2.51%]
US Treasury Note 1.625% [1.55%]
US Treasury Note 1.375% [1.49%]
FNMA [1.46%]
US Treasury Bond 3% [1.21%]
US Treasury Bond [1.19%]
US Treasury Note 2.25% [1.03%]

Sep 29, 2015
GNMA 3.5% [2.2%]
US Treasury Note 1.625% [2.15%]
US Treasury Note [1.8%]
Fed Natl Mort Assc 4.5% [1.55%]
GNMA 4% [1.52%]
US Treasury Bond 3% [1.29%]
US Treasury Note 2.125% [1.24%]
Click here for Stock Holding Change Map in American Funds Bond Fund of Amer 529C Fund (CFACX)

  

Latest News on American Funds Bond Fund of Amer 529C (CFACX) Fund

See what is happening with American Funds Bond Fund of Amer 529C Fund (CFACX)

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American Funds Bond Fund of Amer 529C Fund (CFACX) Related ResourcesSee more information on American Funds Bond Fund of Amer 529C (CFACX) Fund

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