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Mutual Fund Insights: American Funds SMALLCAP World 529A Fund (CSPAX)

In-depth Analysis of American Funds SMALLCAP World 529A Fund (CSPAX)

Mutual fund chart: American Funds SMALLCAP World 529A Fund (CSPAX)

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See American Funds SMALLCAP World 529A Fund (CSPAX) performance details as of January 31, 2010

  

    Last Trade: $33.37 on 3/18/2010, Change: -0.15 (-0.45%)

  

Fund Manager - Gordon Crawford

Fund Manager Tenure: 19.9 years   [Similar Funds: CSPBX  CSPCX  CSPEX  CSPFX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Crawford is a senior vice President for Capital Research and Management Company with portfolio manager and research analyst responsibilities.  Get more insights on Gordon Crawford

  

What we like about American Funds SMALLCAP World 529A Fund (CSPAX) What we like about American Funds SMALLCAP World 529A Fund (CSPAX)

Data for American Funds SMALLCAP World 529A Fund (CSPAX) as of January 31, 2010

  • American Funds SMALLCAP World 529A Fund (CSPAX) management has been with American Funds SMALLCAP World 529A Fund for 19.9 years
  • American Funds SMALLCAP World 529A Fund (CSPAX) has good short-term performance (1-year return 60.48% vs 40.69% World Stock category average)
  • American Funds SMALLCAP World 529A Fund (CSPAX) has good mid-term performance (3-year return -4.76% vs -6.17% World Stock category average)
  • American Funds SMALLCAP World 529A Fund (CSPAX) has good Long-term performance (5-year return 4.97% vs 2.47% World Stock category average)
  • American Funds SMALLCAP World 529A Fund (CSPAX) ratio of up-years vs down years is greater than 2
  • American Funds SMALLCAP World 529A Fund (CSPAX) has an annual stock turnover rate of 56.00% vs World Stock average of 93.35%. It is good that American Funds SMALLCAP World 529A management does not trade extensively for its return.
  • American Funds SMALLCAP World 529A Fund (CSPAX) has a lower management fee than its World Stock average: 1.22% vs 1.53%

  

What we are cautious about American Funds SMALLCAP World 529A Fund (CSPAX) What we are cautious about American Funds SMALLCAP World 529A Fund (CSPAX)

Data for American Funds SMALLCAP World 529A Fund (CSPAX) as of January 31, 2010

  • American Funds SMALLCAP World 529A Fund (CSPAX) has a Morningstar rating of 3 and below
  • American Funds SMALLCAP World 529A Fund (CSPAX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.05 that is higher than category average of 22.99
  • American Funds SMALLCAP World 529A Fund (CSPAX) carries a 5.75% load
See American Funds SMALLCAP World 529A Fund (CSPAX) performance details as of January 31, 2010

  

  

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American Funds SMALLCAP World 529A Fund (CSPAX) Net Asset

Track net asset change of American Funds SMALLCAP World 529A fund (CSPAX)

DateNet Asset
01/2010$450.47M
11/2009$427.29M
10/2009$420.89M
More historic net asset information on American Funds SMALLCAP World 529A Fund (CSPAX)

  

American Funds SMALLCAP World 529A Fund (CSPAX) Portfolio Allocation

Track portfolio allocation change of American Funds SMALLCAP World 529A fund (CSPAX)

DateCashStockBondOther
09/20098.2%89.54%1.78%0.48%
06/200910.33%88.53%0.59%0.56%
03/200912.14%85.75%1.29%0.82%
Click here to see more historic asset allocation information on American Funds SMALLCAP World 529A Fund (CSPAX)

  

Most Recent Top 10 Holdings in American Funds SMALLCAP World 529A Fund (CSPAX)

Discover what American Funds SMALLCAP World 529A Fund (CSPAX) manager is buying

30-Sep-09
Kingboard Chemical Holdings Ltd. [1.12%]
Heritage Oil PLC [1.08%]
Container Corporation of India [0.99%]
MSC INDUSTRIAL DRCT [0.88%]
INVERNESS MED INNOVA [0.87%]
COACH INC [0.84%]
XinAo Gas Holdings Ltd. [0.78%]
Jumbo SA [0.75%]
Digital River, Inc. [0.73%]
APTAR GROUP INC [0.66%]

30-Jun-09
Kingboard Chemical Holdings Ltd. [1.12%]
Heritage Oil PLC [1.08%]
Container Corporation of India [0.99%]
MSC INDUSTRIAL DRCT [0.88%]
INVERNESS MED INNOVA [0.87%]
COACH INC [0.84%]
XinAo Gas Holdings Ltd. [0.78%]
Jumbo SA [0.75%]
Digital River, Inc. [0.73%]
APTAR GROUP INC [0.66%]

31-Mar-09
Kingboard Chemical Holdings Ltd. [1.25%]
Myriad Genetics, Inc. [1.05%]
MSC Industrial Direct Co., Inc. [0.98%]
FNMA [0.97%]
Container Corporation of India [0.88%]
Inverness Medical Innovations, [0.83%]
AptarGroup Inc. [0.74%]
Jumbo SA [0.74%]
Cochlear Limited [0.72%]
Heritage Oil Ltd [0.71%]
Click here for Stock Holding Change Map in American Funds SMALLCAP World 529A Fund (CSPAX)

  

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