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Mutual Fund Insights: Commonwealth Australia/New Zealand Fund (CNZLX)

In-depth Analysis of Commonwealth Australia/New Zealand Fund (CNZLX)

Mutual fund chart: Commonwealth Australia/New Zealand Fund (CNZLX)

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See Commonwealth Australia/New Zealand Fund (CNZLX) performance details as of February 28, 2010

  

    Last Trade: $9.85 on 3/19/2010, Change: -0.10 (-1.01%)

  

Fund Manager - Wesley W. Yuhnke

Fund Manager Tenure: 7.6 years
Fundmojo Fund Grade: E (Score: 0.25)     (What does this score mean?)
Wesley W. Yuhnke currently is an assistant portfolio manager and investment operations manager with FCA Corp, which Wesley W. Yuhnke joined in May 2002. Wesley W. Yuhnke was appointed assistant portfolio manager in August 2002.  Get more insights on Wesley W. Yuhnke

  

What we like about Commonwealth Australia/New Zealand Fund (CNZLX) What we like about Commonwealth Australia/New Zealand Fund (CNZLX)

Data for Commonwealth Australia/New Zealand Fund (CNZLX) as of February 28, 2010

  • Commonwealth Australia/New Zealand Fund (CNZLX) management has been with Commonwealth Australia/New Zealand Fund for 7.6 years
  • Commonwealth Australia/New Zealand Fund (CNZLX) has good Long-term performance (5-year return 2.45% vs 12.21 % Pacific/Asia ex-Japan Stk category average)
  • Commonwealth Australia/New Zealand Fund (CNZLX) ratio of up-years vs down years is greater than 2
  • Commonwealth Australia/New Zealand Fund (CNZLX) has an annual stock turnover rate of 34.00% vs Pacific/Asia ex-Japan Stk average of 84.26%. It is good that Commonwealth Australia/New Zealand management does not trade extensively for its return.
  • Commonwealth Australia/New Zealand Fund (CNZLX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.35, lower than category average of 34.6

  

What we are cautious about Commonwealth Australia/New Zealand Fund (CNZLX) What we are cautious about Commonwealth Australia/New Zealand Fund (CNZLX)

Data for Commonwealth Australia/New Zealand Fund (CNZLX) as of February 28, 2010

  • Commonwealth Australia/New Zealand Fund is a focused fund with 39.31% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Commonwealth Australia/New Zealand Fund (CNZLX) has a less-than-ideal short-term performance (1-year return 64.55% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
  • Commonwealth Australia/New Zealand Fund (CNZLX) has a less-than-ideal mid-term performance (3-year return -3.39% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
  • Commonwealth Australia/New Zealand Fund (CNZLX) has a Morningstar rating of 3 and below
  • Commonwealth Australia/New Zealand Fund (CNZLX) is less safe compared to its Pacific/Asia ex-Japan Stk peers
  • Commonwealth Australia/New Zealand Fund (CNZLX) does not have a good risk adjusted return as its 3-year Alpha of 4.73 is worse than category average of 16.86, and its 3-year Sharpe ratio is -0.08
  • Commonwealth Australia/New Zealand Fund (CNZLX) has a higher management fee of 3.59% than its Pacific/Asia ex-Japan Stk average of 2.01%
  • Even though Commonwealth Australia/New Zealand Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Commonwealth Australia/New Zealand Fund (CNZLX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

Below are some additional Pacific/Asia ex-Japan Stk mutual funds generated out of our database

  

Commonwealth Australia/New Zealand Fund (CNZLX) Net Asset

Track net asset change of Commonwealth Australia/New Zealand fund (CNZLX)

DateNet Asset
02/2010$24.30M
01/2010$24.17M
11/2009$29.10M
More historic net asset information on Commonwealth Australia/New Zealand Fund (CNZLX)

  

Commonwealth Australia/New Zealand Fund (CNZLX) Portfolio Allocation

Track portfolio allocation change of Commonwealth Australia/New Zealand fund (CNZLX)

DateCashStockBondOther
10/200912.01%82.56%3.73%1.69%
07/20092.73%82.09%14.47%0.71%
04/20090%177.66%19.56%0%
Click here to see more historic asset allocation information on Commonwealth Australia/New Zealand Fund (CNZLX)

  

Most Recent Top 10 Holdings in Commonwealth Australia/New Zealand Fund (CNZLX)

Discover what Commonwealth Australia/New Zealand Fund (CNZLX) manager is buying

31-Oct-09
Fifth Third Instl Government MMkt Instl [9.59%]
South Port New Zealand Limited [6.56%]
iShares MSCI Australia Index [3.98%]
New Zealand Oil & Gas Limited [3.65%]
Port of Tauranga Limited [3.07%]
Taylors Group Limited [2.86%]
Sky Network Television Limited [2.53%]
Infratil Limited [2.5%]
Canterbury Building Society [2.32%]
QBE Insurance Group Limited [2.25%]

31-Jul-09
5/3RD INST GOVT FUND [10.39%]
South Port New Zealand Limited [6.2%]
New Zealand Oil & Gas Limited [3.64%]
iShares MSCI Australia Index [3.51%]
Infratil Limited [3.03%]
Port of Tauranga Limited [3.03%]
Sky Network Television Limited [2.95%]
Canterbury Building Society [2.57%]
Taylors Group Limited [2.41%]
Fisher & Paykel Healthcare Corporation Limited [2.4%]

30-Apr-09
South Port New Zealand Limited [7.95%]
New Zealand Oil & Gas Limited [4.2%]
Canterbury Building Society [3.98%]
Sky Network Television Limited [3.76%]
Infratil Limited [3.56%]
Port of Tauranga Limited [3.55%]
QBE Insurance Group Limited [3.21%]
Taylors Group Limited [3.06%]
Fisher & Paykel Healthcare Corporation Limited [2.95%]
Asb Cap [2.74%]
Click here for Stock Holding Change Map in Commonwealth Australia/New Zealand Fund (CNZLX)

  

Related books and products to Commonwealth Australia/New Zealand Fund (CNZLX)

  

Latest News on Commonwealth Australia/New Zealand (CNZLX)

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