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PL Managed Bond 529 MT A (CPAMX) Fund Ranking and Research

Ranking, Research and Recommendation of PL Managed Bond 529 MT A (CPAMX) Fund

    Last Trade: $11.50 on 6/23/2017, Change: +0.01 (0.09%)

 

Graph of PL Managed Bond 529 MT A Fund (CPAMX) ManagerFund Manager - William H. Gross

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: Pacific LifeFunds
Fund Category: Intermediate-Term Bond
Fund Performance: Jun 29, 2010
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

 

PL Managed Bond 529 MT A (CPAMX) Fund Strength What we like about PL Managed Bond 529 MT A (CPAMX) Fund

Data for PL Managed Bond 529 MT A Fund (CPAMX) as of Jun 29, 2010

  • PL Managed Bond 529 MT A Fund (CPAMX) management has been with PL Managed Bond 529 MT A Fund for 9.0 years
  • PL Managed Bond 529 MT A Fund (CPAMX) has good short-term performance (1-year return 13.31% vs 2.06% Intermediate-Term Bond category median performance)
  • PL Managed Bond 529 MT A Fund (CPAMX) has good mid-term performance (3-year return 10.73% vs 2.45% Intermediate-Term Bond category median performance)
  • PL Managed Bond 529 MT A Fund (CPAMX) has good Long-term performance (5-year return 6.93% vs 3.27% Intermediate-Term Bond category median performance)
  • PL Managed Bond 529 MT A Fund (CPAMX) ratio of up-years vs down years is greater than 2
  • PL Managed Bond 529 MT A Fund (CPAMX) has a Morningstar rating of 4 and above

PL Managed Bond 529 MT A Fund (CPAMX) Weakness What we are cautious about PL Managed Bond 529 MT A (CPAMX) Fund

Data for PL Managed Bond 529 MT A Fund (CPAMX) as of Jun 29, 2010

  • PL Managed Bond 529 MT A Fund (CPAMX) has an annual stock turnover rate of 352.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean PL Managed Bond 529 MT A is more nimble, but also signal potential high tax impact and high trading fees
  • PL Managed Bond 529 MT A Fund (CPAMX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.3 that is higher than category average of 3.08
  • PL Managed Bond 529 MT A Fund (CPAMX) has a higher expense ratio of 1.39% than its Intermediate-Term Bond average of 0.81%
  • PL Managed Bond 529 MT A Fund (CPAMX) carries a 5.5% load
  • Asset base in PL Managed Bond 529 MT A Fund (CPAMX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PL Managed Bond 529 MT A Fund (CPAMX) performance details as of Jun 29, 2010

 

What do you think?

 

Compare PL Managed Bond 529 MT A Fund (CPAMX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PL Managed Bond 529 MT A5.7213.3110.736.93
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare PL Managed Bond 529 MT A Fund (CPAMX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of PL Managed Bond 529 MT A Fund (CPAMX) Net Asset TrackingPL Managed Bond 529 MT A (CPAMX) Fund Net Asset

Track net asset change of PL Managed Bond 529 MT A fund (CPAMX)

DateNet Asset
05/2016$569.09K
03/2016$569.09K
02/2016$569.09K
More historic net asset information on PL Managed Bond 529 MT A Fund (CPAMX)

  

Graph of PL Managed Bond 529 MT A Fund (CPAMX) Portfolio TrackingPL Managed Bond 529 MT A (CPAMX) Fund Portfolio Allocation

Track portfolio allocation change of PL Managed Bond 529 MT A fund (CPAMX)

DateCashStockBondOther
Click here to see more historic asset allocation information on PL Managed Bond 529 MT A Fund (CPAMX)

 

graph of PL Managed Bond 529 MT A Fund (CPAMX) Top 10 Position TrackingTop 10 Holdings in PL Managed Bond 529 MT A (CPAMX) Fund

Discover what PL Managed Bond 529 MT A Fund (CPAMX) manager is buying

Click here for Stock Holding Change Map in PL Managed Bond 529 MT A Fund (CPAMX)

  

Latest News on PL Managed Bond 529 MT A (CPAMX) Fund

See what is happening with PL Managed Bond 529 MT A Fund (CPAMX)

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PL Managed Bond 529 MT A Fund (CPAMX) Related ResourcesSee more information on PL Managed Bond 529 MT A (CPAMX) Fund

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