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

Ranking, Research and Recommendation of American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund

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

 

Graph of American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) ManagerFund Manager - John Queen

Fund Manager Information

Fund Manager Tenure: 7.4 years
Fund Family: American Funds
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

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

Fund Profile and Description

American Funds ST Bd Fd of Amer 529F1 Fund seeks current income while preserving investments. American Funds ST Bd Fd of Amer 529F1 Fund invests at least 80% of assets in bonds (bonds include any debt instrument and cash equivalents). It primarily invests in short-term debt securities. American Funds ST Bd Fd of Amer 529F1 Fund maintains a portfolio having a dollar-weighted average maturity no greater than three years and consisting primarily of debt securities with quality ratings of AA– or Aa3 or better. It may also invest in asset-backed securities.

 

American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund Strength What we like about American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund

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

  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) management has been with American Funds ST Bd Fd of Amer 529F1 Fund for 7.4 years
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) ratio of up-years vs down years is greater than 2
  • Asset base in American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.79, lower than category average of 1.36
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has a lower expense ratio than its Short-Term Bond average: 0.53% vs 0.80%
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Weakness What we are cautious about American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund

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

  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has a less-than-ideal short-term performance (1-year return 0.63% vs 0.74% Short-Term Bond category median performance)
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has a less-than-ideal mid-term performance (3-year return 0.62% vs 0.93% Short-Term Bond category median performance)
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has a less-than-ideal Long-term performance (5-year return 0.59% vs 1.38% Short-Term Bond category median performance)
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has a Morningstar rating of 3 and below
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) is less safe compared to its Short-Term Bond peers
  • American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) has an annual stock turnover rate of 452.00% that is higher than the Short-Term Bond average of 64.39%. This could mean American Funds ST Bd Fd of Amer 529F1 is more nimble, but also signal potential high tax impact and high trading fees
See American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds ST Bd Fd of Amer 529F10.950.630.620.59
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Net Asset TrackingAmerican Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund Net Asset

Track net asset change of American Funds ST Bd Fd of Amer 529F1 fund (CFAMX)

DateNet Asset
05/2016$5.22B
03/2016$5.15B
02/2016$5.12B
More historic net asset information on American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

  

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

Track portfolio allocation change of American Funds ST Bd Fd of Amer 529F1 fund (CFAMX)

DateCashStockBondOther
03/201618.65%0%81.35%0%
12/201518.39%0%79.75%1.86%
09/201522.67%0%76.28%1.05%
Click here to see more historic asset allocation information on American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

 

graph of American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Top 10 Position TrackingTop 10 Holdings in American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund

Discover what American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) manager is buying

Mar 30, 2016
US Treasury Note 0.875% [3.89%]
US Treasury Note 1% [3.89%]
US Treasury Note 1.125% [2.93%]
US Treasury TIP [2.77%]
US Treasury Note 0.75% [2.25%]
US Treasury Note 1.25% [1.96%]
US Treasury Note [1.62%]
US Treasury Note 1.5% [1.61%]

Dec 30, 2015
US Treasury Note 1.125% [4.05%]
US Treasury Note [3.86%]
US Treasury TIP [2.76%]
US Treasury Note 1.375% [2.37%]
US Treasury Note 1.25% [2.02%]
US Treasury Note 1% [1.3%]
Hertz Vehicle Fin 2013-1 1.83% [1.02%]
US Treasury Note 1.625% [1.01%]

Sep 29, 2015
US Treasury Note 1.125% [4.1%]
US Treasury TIP [2.8%]
GNMA 4% [2.17%]
US Treasury Note 0.625% [2.04%]
US Treasury Note [1.79%]
Ginnie Mae Jumbos TBA 4.5% 2045-10-01 [1.64%]
US Treasury Note 1% [1.31%]
US Treasury Note 1.625% [1.03%]
Click here for Stock Holding Change Map in American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

  

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

See what is happening with American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX)

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American Funds ST Bd Fd of Amer 529F1 Fund (CFAMX) Related ResourcesSee more information on American Funds ST Bd Fd of Amer 529F1 (CFAMX) Fund

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