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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: $11.33 on 8/21/2017, Change: +0.01 (0.09%)
Fund Manager - William H. Gross
Fund Manager Information
Fund Manager Tenure: 9.1 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 9.1 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
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
