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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
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Last Trade: $ on , Change: (0%)
Fund Manager - William H. Gross
Fund Manager Information
Fund Manager Tenure: 10.6 yearsFund 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?)
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 10.6 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
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
What do you think?
Compare with other top Intermediate-Term Bond category mutual funds
Aadditional top Intermediate-Term Bond mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
PL Managed Bond 529 MT A | 5.72 | 13.31 | 10.73 | 6.93 | |
DoubleLine Total Return Bond N (DLTNX) | 1.96 | 2.45 | 2.98 | 4.59 | Compare |
Sterling Capital Total Return Bond I (BIBTX) | 3.75 | 3.24 | 3.10 | 3.66 | Compare |
Touchstone Flexible Income Y (MXIIX) | 3.01 | 3.85 | 3.80 | 4.64 | Compare |
See top fund managers for Intermediate-Term Bond Category Funds
Compare with Intermediate-Term Bond category ETFs
Some Intermediate-Term Bond ETFs for your consideration
ETF | Year to Date | One Year | Three 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% |
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PL Managed Bond 529 MT A (CPAMX) Fund Net Asset
Track net asset change of PL Managed Bond 529 MT A fund (CPAMX)
Date | Net Asset |
05/2016 | $569.09K |
03/2016 | $569.09K |
02/2016 | $569.09K |
PL Managed Bond 529 MT A (CPAMX) Fund Portfolio Allocation
Track portfolio allocation change of PL Managed Bond 529 MT A fund (CPAMX)
Date | Cash | Stock | Bond | Other |
Top 10 Holdings in PL Managed Bond 529 MT A (CPAMX) Fund
Discover what PL Managed Bond 529 MT A Fund (CPAMX) manager is buying
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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See more information on PL Managed Bond 529 MT A (CPAMX) Fund
Popular pages on PL Managed Bond 529 MT A (CPAMX) Fund
- PL Managed Bond 529 MT A (CPAMX) Fund Research and Recommendation
- PL Managed Bond 529 MT A (CPAMX) Fund Performance Data
- PL Managed Bond 529 MT A (CPAMX) Fund Manager Information
- Historic PL Managed Bond 529 MT A (CPAMX) Fund Asset Allocation Report
- Historic PL Managed Bond 529 MT A (CPAMX) Fund Top 10 Holding Tracking
- Historic PL Managed Bond 529 MT A (CPAMX) Fund Asset Under Management Tracking