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Mutual Fund Insights: American Funds SMALLCAP World 529A Fund (CSPAX)
In-depth Analysis of American Funds SMALLCAP World 529A (CSPAX)
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Last Trade: $30.37 on 11/20/2009, Change: -0.15 (-0.49%)
Fund Manager - Gordon Crawford
Fund Manager Tenure: 19.6 years [Similar Funds: CSPBX CSPCX CSPEX CSPFX ]Fundmojo Fund Grade: A (Score: 0.71) (What does this score mean?)Gordon Crawford is a senior vice President for Capital Research and Management Company with portfolio manager and research analyst responsibilities.
Category Average: 22.45% , -5.03% , 3.41% | Category Average: 1.51% | Category Average: 91.32% |
What we like about American Funds SMALLCAP World 529A Fund (CSPAX)
Data for American Funds SMALLCAP World 529A Fund (CSPAX) as of October 31, 2009
- American Funds SMALLCAP World 529A Fund (CSPAX) management has been with American Funds SMALLCAP World 529A Fund for 19.6 years
- American Funds SMALLCAP World 529A Fund (CSPAX) has good short-term performance (1-year return 36.24% vs 22.45% World Stock category average)
- American Funds SMALLCAP World 529A Fund (CSPAX) has good mid-term performance (3-year return -3.68% vs -5.03% World Stock category average)
- American Funds SMALLCAP World 529A Fund (CSPAX) has good Long-term performance (5-year return 5.90% vs 3.41% 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 50.00% vs World Stock average of 91.32%. 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: 1.05% vs 1.51%
What we are cautious about American Funds SMALLCAP World 529A Fund (CSPAX)
Data for American Funds SMALLCAP World 529A Fund (CSPAX) as of October 31, 2009
- 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 25.99 that is higher than category average of 22.89
- American Funds SMALLCAP World 529A Fund (CSPAX) carries a front-end load of 5.75% and % backend load
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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)
| Date | Net Asset |
| 10/2009 | $420.89M |
| 09/2009 | $389.98M |
| 08/2009 | $370.42M |
American Funds SMALLCAP World 529A Fund (CSPAX) Portfolio Allocation
Track portfolio allocation change of American Funds SMALLCAP World 529A fund (CSPAX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 8.2% | 89.54% | 1.78% | 0.48% |
| 06/2009 | 10.33% | 88.53% | 0.59% | 0.56% |
| 03/2009 | 12.14% | 85.75% | 1.29% | 0.82% |
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
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%] | 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%] | 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%] |
Related books and products to American Funds SMALLCAP World 529A Fund (CSPAX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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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. |
