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American Funds Intl Gr and Inc 529E (CGIEX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Intl Gr and Inc 529E (CGIEX) Fund

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

 

Graph of American Funds Intl Gr and Inc 529E Fund (CGIEX) ManagerFund Manager - Andrew M. Suzman

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: CGIAX  CGIBX  CGIFX 
Fund Family: American Funds
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Suzman is a co-research director and an equity investment analyst with portfolio manager responsibilities for Capital World Investors, covering real estate companies in the U.S. and industrial companies in Australia. Furthermore, Suzman is a director and executive vice president of Capital Research Company, a director of Capital International Research, Inc., a vice president of Capital World Growth and Income Fund. He is also a senior vice president of and a portfolio manager for The Income Fund of America.  Get more insights on Andrew M. Suzman

 

Graph of American Funds Intl Gr and Inc 529E Fund (CGIEX) ProfileAmerican Funds Intl Gr and Inc 529E Fund (CGIEX) Profile

Fund Profile and Description

American Funds Intl Gr and Inc 529E Fund seeks long-term growth of capital while providing current income. American Funds Intl Gr and Inc 529E Fund invests primarily in stocks of larger, well-established companies domiciled outside the United States, including developing countries. It invests at least 90% of assets in securities of issuers domiciled outside the United States and whose securities are primarily listed on exchanges outside the United States.

 

American Funds Intl Gr and Inc 529E (CGIEX) Fund Strength What we like about American Funds Intl Gr and Inc 529E (CGIEX) Fund

Data for American Funds Intl Gr and Inc 529E Fund (CGIEX) as of May 30, 2016

  • American Funds Intl Gr and Inc 529E Fund (CGIEX) management has been with American Funds Intl Gr and Inc 529E Fund for 9.8 years
  • Asset base in American Funds Intl Gr and Inc 529E Fund (CGIEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has an annual stock turnover rate of 25.00% vs Foreign Large Blend average of 44.90%. It is good that American Funds Intl Gr and Inc 529E management does not trade extensively for its return.
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.72, lower than category average of 12.81

American Funds Intl Gr and Inc 529E Fund (CGIEX) Weakness What we are cautious about American Funds Intl Gr and Inc 529E (CGIEX) Fund

Data for American Funds Intl Gr and Inc 529E Fund (CGIEX) as of May 30, 2016

  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has a less-than-ideal short-term performance (1-year return -11.41% vs -10.09% Foreign Large Blend category median performance)
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has a less-than-ideal mid-term performance (3-year return 0.06% vs 1.82% Foreign Large Blend category median performance)
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has a less-than-ideal Long-term performance (5-year return 1.25% vs 1.53% Foreign Large Blend category median performance)
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) ratio of up-years vs down years can be improved
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has a Morningstar rating of 3 and below
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) is less safe compared to its Foreign Large Blend peers
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) does not have a good risk adjusted return as its 3-year Alpha of -0.19 is worse than category average of 0.9, and its 3-year Sharpe ratio is 0.06
  • American Funds Intl Gr and Inc 529E Fund (CGIEX) has a higher expense ratio of 1.21% than its Foreign Large Blend average of 1.14%
  • Even though American Funds Intl Gr and Inc 529E Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds Intl Gr and Inc 529E Fund (CGIEX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Intl Gr and Inc 529E Fund (CGIEX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Intl Gr and Inc 529E1.16-11.410.061.25
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare American Funds Intl Gr and Inc 529E Fund (CGIEX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of American Funds Intl Gr and Inc 529E Fund (CGIEX) Net Asset TrackingAmerican Funds Intl Gr and Inc 529E (CGIEX) Fund Net Asset

Track net asset change of American Funds Intl Gr and Inc 529E fund (CGIEX)

DateNet Asset
05/2016$10.63B
03/2016$10.18B
02/2016$9.45B
More historic net asset information on American Funds Intl Gr and Inc 529E Fund (CGIEX)

  

Graph of American Funds Intl Gr and Inc 529E Fund (CGIEX) Portfolio TrackingAmerican Funds Intl Gr and Inc 529E (CGIEX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Intl Gr and Inc 529E fund (CGIEX)

DateCashStockBondOther
03/20161.43%88.13%2.09%8.02%
12/20151.94%92.3%0.96%4.5%
09/20153.59%90.98%0.87%4.23%
Click here to see more historic asset allocation information on American Funds Intl Gr and Inc 529E Fund (CGIEX)

 

graph of American Funds Intl Gr and Inc 529E Fund (CGIEX) Top 10 Position TrackingTop 10 Holdings in American Funds Intl Gr and Inc 529E (CGIEX) Fund

Discover what American Funds Intl Gr and Inc 529E Fund (CGIEX) manager is buying

Mar 30, 2016
British American Tobacco PLC [2.29%]
ENBRIDGE INC [2.14%]
Power Assets Holdings Ltd [1.95%]
SX5E/AXA BANQUE 25 [1.86%]
Royal Dutch Shell PLC B [1.84%]
NOVARTIS AG BASL [1.8%]
International Consolidated Airlines Group SA [1.55%]
Sun Hung Kai Properties Ltd [1.55%]

Dec 30, 2015
SX5E/AXA BANQUE 25 [3.33%]
NOVARTIS AG BASL [2.11%]
British American Tobacco PLC [2.02%]
EDP ENERGIAS DE PORT [1.76%]
Power Assets Holdings Ltd [1.74%]
AstraZeneca PLC [1.72%]
International Consolidated Airlines Group SA [1.67%]
Vodafone Group PLC [1.58%]
Sun Hung Kai Properties Ltd [1.52%]

Sep 29, 2015
AXA SA [3%]
NOVARTIS AG BASL [2.35%]
EDP ENERGIAS DE PORT [2.26%]
Power Assets Holdings Ltd [1.86%]
British American Tobacco PLC [1.82%]
Sun Hung Kai Properties Ltd [1.7%]
NINTENDO CO LTD-ORD- [1.67%]
International Consolidated Airlines Group SA [1.54%]
Banco Santander SA [1.48%]
Click here for Stock Holding Change Map in American Funds Intl Gr and Inc 529E Fund (CGIEX)

  

Latest News on American Funds Intl Gr and Inc 529E (CGIEX) Fund

See what is happening with American Funds Intl Gr and Inc 529E Fund (CGIEX)

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American Funds Intl Gr and Inc 529E Fund (CGIEX) Related ResourcesSee more information on American Funds Intl Gr and Inc 529E (CGIEX) Fund

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