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Mutual Fund Insights: American Funds Capital Inc Bldr 529E Fund (CIREX)

In-depth Analysis of American Funds Capital Inc Bldr 529E Fund (CIREX)

Mutual fund chart: American Funds Capital Inc Bldr 529E Fund (CIREX)

3 months
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See American Funds Capital Inc Bldr 529E Fund (CIREX) performance details as of February 28, 2010

  

    Last Trade: $47.83 on 3/19/2010, Change: -0.56 (-1.16%)

  

Fund Manager - James B. Lovelace

Fund Manager Tenure: 10.2 years   [Similar Funds: CIRAX  CIRBX  CIRCX  CIRFX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Lovelace is a senior vice president and portfolio manager with Capital Research Global Investors. He has been working for this company for 27 years. Lovelace holds the Chartered Financial Analyst designation.  Get more insights on James B. Lovelace

  

What we like about American Funds Capital Inc Bldr 529E Fund (CIREX) What we like about American Funds Capital Inc Bldr 529E Fund (CIREX)

Data for American Funds Capital Inc Bldr 529E Fund (CIREX) as of February 28, 2010

  • American Funds Capital Inc Bldr 529E Fund (CIREX) management has been with American Funds Capital Inc Bldr 529E Fund for 10.2 years
  • American Funds Capital Inc Bldr 529E Fund (CIREX) has good mid-term performance (3-year return -3.65% vs -0.88 % World Allocation category average)
  • American Funds Capital Inc Bldr 529E Fund (CIREX) ratio of up-years vs down years is greater than 2
  • American Funds Capital Inc Bldr 529E Fund (CIREX) has an annual stock turnover rate of 43.00% vs World Allocation average of 103.10%. It is good that American Funds Capital Inc Bldr 529E management does not trade extensively for its return.
  • American Funds Capital Inc Bldr 529E Fund (CIREX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.41, lower than category average of 15.64
  • American Funds Capital Inc Bldr 529E Fund (CIREX) has a lower management fee than its World Allocation average: 1.01% vs 1.21%

  

What we are cautious about American Funds Capital Inc Bldr 529E Fund (CIREX) What we are cautious about American Funds Capital Inc Bldr 529E Fund (CIREX)

Data for American Funds Capital Inc Bldr 529E Fund (CIREX) as of February 28, 2010

  • American Funds Capital Inc Bldr 529E Fund (CIREX) has a less-than-ideal short-term performance (1-year return 33.03% vs 37.83 % World Allocation category average)
  • American Funds Capital Inc Bldr 529E Fund (CIREX) has a less-than-ideal Long-term performance (5-year return 2.66% vs 3.99 % World Allocation category average)
  • American Funds Capital Inc Bldr 529E Fund (CIREX) has a Morningstar rating of 3 and below
  • American Funds Capital Inc Bldr 529E Fund (CIREX) is less safe compared to its World Allocation peers
  • American Funds Capital Inc Bldr 529E Fund (CIREX) does not have a good risk adjusted return as its 3-year Alpha of -4.29 is worse than category average of -1.47, and its 3-year Sharpe ratio is -0.28
  • Even though American Funds Capital Inc Bldr 529E Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds Capital Inc Bldr 529E Fund (CIREX) performance details as of February 28, 2010

  

  

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American Funds Capital Inc Bldr 529E Fund (CIREX) Net Asset

Track net asset change of American Funds Capital Inc Bldr 529E fund (CIREX)

DateNet Asset
02/2010$76.89B
01/2010$59.88M
11/2009$58.75M
More historic net asset information on American Funds Capital Inc Bldr 529E Fund (CIREX)

  

American Funds Capital Inc Bldr 529E Fund (CIREX) Portfolio Allocation

Track portfolio allocation change of American Funds Capital Inc Bldr 529E fund (CIREX)

DateCashStockBondOther
09/20094.86%62.66%31.88%0.6%
06/20098.03%59.15%32.21%0.62%
03/20098.96%56.31%33.83%0.91%
Click here to see more historic asset allocation information on American Funds Capital Inc Bldr 529E Fund (CIREX)

  

Most Recent Top 10 Holdings in American Funds Capital Inc Bldr 529E Fund (CIREX)

Discover what American Funds Capital Inc Bldr 529E Fund (CIREX) manager is buying

30-Sep-09
VERIZON COMMUN [2.65%]
AT&T INC. [1.85%]
PHILIP MORRIS INTL [1.78%]
BANCO SANTANDER CHI [1.44%]
RENESOLA LTD [1.33%]
E.ON AG [1.3%]
MERCK CO INC [1.2%]
AMERICA MOVIL, S.A.B [1.17%]
ENERSIS S A [1.02%]
Taiwan Semiconductor Manufacturing [0.97%]

30-Jun-09
VERIZON COMMUN [2.65%]
AT&T INC. [1.85%]
PHILIP MORRIS INTL [1.78%]
BANCO SANTANDER CHI [1.44%]
RENESOLA LTD [1.33%]
E.ON AG [1.3%]
MERCK CO INC [1.2%]
AMERICA MOVIL, S.A.B [1.17%]
ENERSIS S A [1.02%]
Taiwan Semiconductor Manufacturing [0.97%]

31-Mar-09
Verizon Communications Inc [3.11%]
AT&T Inc [1.93%]
PHILIP MORRIS INTL [1.6%]
Sasol, Ltd. [1.28%]
Merck & Co., Inc [1.18%]
E.ON AG [1.17%]
France Telecom SA [1.06%]
RWE AG [1.05%]
Roche Holding AG [1.01%]
Taiwan Semiconductor Manufacturing [0.98%]
Click here for Stock Holding Change Map in American Funds Capital Inc Bldr 529E Fund (CIREX)

  

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