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Mutual Fund Insights: American Funds SMALLCAP World 529C Fund (CSPCX)

In-depth Analysis of American Funds SMALLCAP World 529C Fund (CSPCX)

Mutual fund chart: American Funds SMALLCAP World 529C Fund (CSPCX)

3 months
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1 year
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See American Funds SMALLCAP World 529C Fund (CSPCX) performance details as of January 31, 2010

  

    Last Trade: $31.76 on 3/11/2010, Change: +0.10 (0.32%)

  

Fund Manager - Gordon Crawford

Fund Manager Tenure: 19.9 years   [Similar Funds: CSPAX  CSPBX  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 529C Fund (CSPCX) What we like about American Funds SMALLCAP World 529C Fund (CSPCX)

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

  • American Funds SMALLCAP World 529C Fund (CSPCX) management has been with American Funds SMALLCAP World 529C Fund for 19.9 years
  • American Funds SMALLCAP World 529C Fund (CSPCX) has good short-term performance (1-year return 59.17% vs 40.69% World Stock category average)
  • American Funds SMALLCAP World 529C Fund (CSPCX) has good mid-term performance (3-year return -5.53% vs -6.17% World Stock category average)
  • American Funds SMALLCAP World 529C Fund (CSPCX) has good Long-term performance (5-year return 4.10% vs 2.47% World Stock category average)
  • American Funds SMALLCAP World 529C Fund (CSPCX) ratio of up-years vs down years is greater than 2
  • American Funds SMALLCAP World 529C Fund (CSPCX) has an annual stock turnover rate of 56.00% vs World Stock average of 93.35%. It is good that American Funds SMALLCAP World 529C management does not trade extensively for its return.

  

What we are cautious about American Funds SMALLCAP World 529C Fund (CSPCX) What we are cautious about American Funds SMALLCAP World 529C Fund (CSPCX)

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

  • American Funds SMALLCAP World 529C Fund (CSPCX) has a Morningstar rating of 3 and below
  • American Funds SMALLCAP World 529C Fund (CSPCX) 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 529C Fund (CSPCX) has a higher management fee of 2.04% than its World Stock average of 1.53%
  • American Funds SMALLCAP World 529C Fund (CSPCX) carries a 1% load
See American Funds SMALLCAP World 529C Fund (CSPCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar World Stock category?

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American Funds SMALLCAP World 529C Fund (CSPCX) Net Asset

Track net asset change of American Funds SMALLCAP World 529C fund (CSPCX)

DateNet Asset
01/2010$166.21M
11/2009$157.25M
10/2009$154.75M
More historic net asset information on American Funds SMALLCAP World 529C Fund (CSPCX)

  

American Funds SMALLCAP World 529C Fund (CSPCX) Portfolio Allocation

Track portfolio allocation change of American Funds SMALLCAP World 529C fund (CSPCX)

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 529C Fund (CSPCX)

  

Most Recent Top 10 Holdings in American Funds SMALLCAP World 529C Fund (CSPCX)

Discover what American Funds SMALLCAP World 529C Fund (CSPCX) 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 529C Fund (CSPCX)

  

Related books and products to American Funds SMALLCAP World 529C Fund (CSPCX)

  

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