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Commonwealth Global (CNGLX) Fund Ranking and Research

Ranking, Research and Recommendation of Commonwealth Global (CNGLX) Fund

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

 

Graph of Commonwealth Global Fund (CNGLX) ManagerFund Manager - Robert Scharar

Fund Manager Information

Fund Manager Tenure: 15.8 years
Fund Family: Commonwealth Intl Series Tr
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.33)     (What does this score mean?)
Scharar is a president and director of FCA Corporation, the firm he established in 1983. He co-founded its predecessor, First Commonwealth Associates in 1975. Previously, Scharar was an accounting professor at Bentley and Nichols Colleges, an officer of the United States Trust Company, and a tax specialist at Coopers & Lybrand. He is a member of the Florida and Massachusetts Bars. Scharar holds the Certified Public Accountant designation.  Get more insights on Robert Scharar

 

Graph of Commonwealth Global Fund (CNGLX) ProfileCommonwealth Global Fund (CNGLX) Profile

Fund Profile and Description

Commonwealth Global Fund seeks long-term capital appreciation and current income. Commonwealth Global Fund invests primarily in U.S. and foreign equity securities, including common and preferred stock and securities convertible into common stock, and debt securities. Although it can invest in companies of any size and from any country, the fund generally focuses on established companies in countries with developed economies.

 

Commonwealth Global (CNGLX) Fund Strength What we like about Commonwealth Global (CNGLX) Fund

Data for Commonwealth Global Fund (CNGLX) as of May 30, 2016

  • Commonwealth Global Fund (CNGLX) management has been with Commonwealth Global Fund for 15.8 years
  • Commonwealth Global Fund (CNGLX) ratio of up-years vs down years is greater than 2
  • Commonwealth Global Fund (CNGLX) has an annual stock turnover rate of 45.00% vs World Stock average of 47.65%. It is good that Commonwealth Global management does not trade extensively for its return.
  • Commonwealth Global Fund (CNGLX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.87, lower than category average of 12.23

Commonwealth Global Fund (CNGLX) Weakness What we are cautious about Commonwealth Global (CNGLX) Fund

Data for Commonwealth Global Fund (CNGLX) as of May 30, 2016

  • Commonwealth Global Fund (CNGLX) has a less-than-ideal short-term performance (1-year return -11.80% vs -5.49% World Stock category median performance)
  • Commonwealth Global Fund (CNGLX) has a less-than-ideal mid-term performance (3-year return -0.13% vs 5.54% World Stock category median performance)
  • Commonwealth Global Fund (CNGLX) has a less-than-ideal Long-term performance (5-year return -0.43% vs 5.54% World Stock category median performance)
  • Commonwealth Global Fund (CNGLX) has a Morningstar rating of 3 and below
  • Commonwealth Global Fund (CNGLX) is less safe compared to its World Stock peers
  • Commonwealth Global Fund (CNGLX) does not have a good risk adjusted return as its 3-year Alpha of -0.33 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.04
  • Commonwealth Global Fund (CNGLX) has a higher expense ratio of 3.31% than its World Stock average of 1.28%
  • Even though Commonwealth Global Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Commonwealth Global Fund (CNGLX) performance details as of May 30, 2016

 

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Compare Commonwealth Global Fund (CNGLX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Commonwealth Global3.06-11.80-0.13-0.43
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Commonwealth Global Fund (CNGLX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Commonwealth Global Fund (CNGLX) Net Asset TrackingCommonwealth Global (CNGLX) Fund Net Asset

Track net asset change of Commonwealth Global fund (CNGLX)

DateNet Asset
05/2016$14.70M
03/2016$14.79M
02/2016$13.73M
More historic net asset information on Commonwealth Global Fund (CNGLX)

  

Graph of Commonwealth Global Fund (CNGLX) Portfolio TrackingCommonwealth Global (CNGLX) Fund Portfolio Allocation

Track portfolio allocation change of Commonwealth Global fund (CNGLX)

DateCashStockBondOther
04/20160.09%95.44%0%0%
02/20162.09%93.84%0%0%
01/20160.2%95.13%0%0.16%
Click here to see more historic asset allocation information on Commonwealth Global Fund (CNGLX)

 

graph of Commonwealth Global Fund (CNGLX) Top 10 Position TrackingTop 10 Holdings in Commonwealth Global (CNGLX) Fund

Discover what Commonwealth Global Fund (CNGLX) manager is buying

Apr 29, 2016
Big 5 Sporting Goods Corporatio [3.37%]
Grupo Televisa SAB ADR [3.06%]
NESTLE SA REG SHRS S [2.99%]
Hsbc Usa Inc New Pfd [2.79%]
Unilever NV Common Stock [2.76%]
ROCHE HLDG LTD SPONS [2.64%]
Public Service Enterprise Group [2.57%]
Northwest Natural Gas Company C [2.52%]
DENTSPLY SIRONA Inc. [2.49%]
NICE-Systems Limited [2.45%]

Feb 28, 2016
Big 5 Sporting Goods Corporatio [3.87%]
DENTSPLY SIRONA Inc. [3.84%]
NESTLE SA REG SHRS S [2.96%]
CONMED Corporation [2.86%]
ROCHE HLDG LTD SPONS [2.85%]
Unilever NV Common Stock [2.81%]
Grupo Televisa SAB ADR [2.78%]
Pentair plc. Ordinary Share [2.74%]
Hsbc Usa Inc New Pfd [2.59%]
Northwest Natural Gas Company C [2.55%]

Jan 30, 2016
DENTSPLY SIRONA Inc. [3.69%]
Big 5 Sporting Goods Corporatio [3.5%]
NESTLE SA REG SHRS S [3.05%]
Unilever NV Common Stock [2.88%]
Grupo Televisa SAB ADR [2.86%]
iShares MSCI All Country Asia ex Japan [2.86%]
Hsbc Usa Inc New Pfd [2.84%]
ROCHE HLDG LTD SPONS [2.8%]
CONMED Corporation [2.66%]
Pentair plc. Ordinary Share [2.63%]
Click here for Stock Holding Change Map in Commonwealth Global Fund (CNGLX)

  

Latest News on Commonwealth Global (CNGLX) Fund

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Commonwealth Global Fund (CNGLX) Related ResourcesSee more information on Commonwealth Global (CNGLX) Fund

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