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Mutual Fund Insights: American Funds US Government Sec 529F Fund (CGTFX)

In-depth Analysis of American Funds US Government Sec 529F Fund (CGTFX)

Mutual fund chart: American Funds US Government Sec 529F Fund (CGTFX)

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See American Funds US Government Sec 529F Fund (CGTFX) performance details as of February 28, 2010

  

    Last Trade: $14.11 on 3/19/2010, Change: -0.01 (-0.07%)

  

Fund ManagerFund Manager - Wesley K.-S. Phoa

Fund Manager Tenure: 0.2 years   [Similar Funds: CGTAX  CGTBX  CGTCX  CGTEX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Wesley K.-S. Phoa is a senior vice president of Capital International Research, Inc. and manages U.S. Fixed Income portfolios. Wesley K.-S. Phoa is also an investment analyst covering U.S. Government bonds, as well as having responsibilities for Fixed-Income quantitative research. Prior to joining Capital in 1999, Wesley K.-S. Phoa was with Capital Management Sciences in Los Angeles for three years, where Wesley K.-S. Phoa served as vice president and later as director of research.  Get more insights on Wesley K.-S. Phoa

  

What we like about American Funds US Government Sec 529F Fund (CGTFX) What we like about American Funds US Government Sec 529F Fund (CGTFX)

Data for American Funds US Government Sec 529F Fund (CGTFX) as of February 28, 2010

  • American Funds US Government Sec 529F Fund (CGTFX) has good mid-term performance (3-year return 5.81% vs 5.47 % Intermediate Government category average)
  • American Funds US Government Sec 529F Fund (CGTFX) has good Long-term performance (5-year return 4.87% vs 4.62 % Intermediate Government category average)
  • American Funds US Government Sec 529F Fund (CGTFX) ratio of up-years vs down years is greater than 2
  • American Funds US Government Sec 529F Fund (CGTFX) has an annual stock turnover rate of 166.00% vs Intermediate Government average of 283.09%. It is good that American Funds US Government Sec 529F management does not trade extensively for its return.
  • American Funds US Government Sec 529F Fund (CGTFX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.02, lower than category average of 4.17
  • American Funds US Government Sec 529F Fund (CGTFX) has a lower management fee than its Intermediate Government average: 0.49% vs 1.01%
  • American Funds US Government Sec 529F Fund (CGTFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about American Funds US Government Sec 529F Fund (CGTFX) What we are cautious about American Funds US Government Sec 529F Fund (CGTFX)

Data for American Funds US Government Sec 529F Fund (CGTFX) as of February 28, 2010

  • American Funds US Government Sec 529F Fund (CGTFX) management has been with American Funds US Government Sec 529F Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • American Funds US Government Sec 529F Fund (CGTFX) has a less-than-ideal short-term performance (1-year return 4.87% vs 6.94 % Intermediate Government category average)
  • American Funds US Government Sec 529F Fund (CGTFX) has a Morningstar rating of 3 and below
See American Funds US Government Sec 529F Fund (CGTFX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

American Funds US Government Sec 529F Fund (CGTFX) Net Asset

Track net asset change of American Funds US Government Sec 529F fund (CGTFX)

DateNet Asset
02/2010$7.02B
01/2010$9.52M
11/2009$9.23M
More historic net asset information on American Funds US Government Sec 529F Fund (CGTFX)

  

American Funds US Government Sec 529F Fund (CGTFX) Portfolio Allocation

Track portfolio allocation change of American Funds US Government Sec 529F fund (CGTFX)

DateCashStockBondOther
09/20095.86%0%92.63%1.51%
06/20092.07%0%96.36%1.57%
03/20095.34%0%93%1.66%
Click here to see more historic asset allocation information on American Funds US Government Sec 529F Fund (CGTFX)

  

Most Recent Top 10 Holdings in American Funds US Government Sec 529F Fund (CGTFX)

Discover what American Funds US Government Sec 529F Fund (CGTFX) manager is buying

30-Sep-09
US Treasury Note 2.25% [7.28%]
United States Treas Nts [4.35%]
US Treasury Note 3.125% [3.66%]
US Treasury Note [3.03%]
FNCI 4% [2.3%]
US TREASURY NOTE [2.01%]
US Treasury Note [1.58%]
FNMA 4% [1.3%]
US Treasury Note 3.5% [1.21%]
US Treasury Note 3.25% [1.21%]

30-Jun-09
US Treasury Note 2.25% [7.28%]
United States Treas Nts [4.35%]
US Treasury Note 3.125% [3.66%]
US Treasury Note [3.03%]
FNCI 4% [2.3%]
US TREASURY NOTE [2.01%]
US Treasury Note [1.58%]
FNMA 4% [1.3%]
US Treasury Note 3.5% [1.21%]
US Treasury Note 3.25% [1.21%]

31-Mar-09
US TREASURY NOTE [4.09%]
US Treasury Bond 8.125% [2.8%]
US Treasury Note [2.75%]
FNCI 4% [1.69%]
US Treasury Note [1.53%]
FNMA 4% [1.52%]
US Treasury Note 5.125% [1.49%]
US Treasury Note 3.5% [1.4%]
US Treasury Note 4.25% [1.28%]
US Treasury Note 4.625% [1.27%]
Click here for Stock Holding Change Map in American Funds US Government Sec 529F Fund (CGTFX)

  

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Latest News on American Funds US Government Sec 529F (CGTFX)

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