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Fund Intelligence | Best Managers | CSPCX Insights | CSPCX Score | CSPCX Performance | CSPCX Manager | CSPCX News | CSPCX Allocation | CSPCX Holdings Change
Fund Intelligence | Best Managers | CSPCX Insights | CSPCX Score | CSPCX Performance | CSPCX Manager | CSPCX News | CSPCX Allocation | CSPCX Holdings Change
Mutual Fund Insights: American Funds SMALLCAP World 529C Fund (CSPCX)
In-depth Analysis of American Funds SMALLCAP World 529C Fund (CSPCX)
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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)
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)
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
Interested in other top mutual funds in similar World Stock category?
Below are some additional World Stock mutual funds generated out of our database
- AMIDEX35 Israel C (AMDCX) [ Compare with American Funds SMALLCAP World 529C Fund (CSPCX) ]
- Calamos Global Growth & Income I (CGCIX) [ Compare with American Funds SMALLCAP World 529C Fund (CSPCX) ]
- Harding Loevner Global Equity (HLMGX) [ Compare with American Funds SMALLCAP World 529C Fund (CSPCX) ]
- See top fund managers for World Stock Category Funds
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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)
| Date | Net Asset |
| 01/2010 | $166.21M |
| 11/2009 | $157.25M |
| 10/2009 | $154.75M |
American Funds SMALLCAP World 529C Fund (CSPCX) Portfolio Allocation
Track portfolio allocation change of American Funds SMALLCAP World 529C fund (CSPCX)
| 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 529C Fund (CSPCX)
Discover what American Funds SMALLCAP World 529C Fund (CSPCX) 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 529C Fund (CSPCX)
Latest News on American Funds SMALLCAP World 529C (CSPCX)
See what is happening with American Funds SMALLCAP World 529C Fund (CSPCX)
Books and Resources
 
 
See more information on American Funds SMALLCAP World 529C Fund (CSPCX)
- American Funds SMALLCAP World 529C Fund Insights
- American Funds SMALLCAP World 529C Fund Performance Data
- American Funds SMALLCAP World 529C Fund News
- American Funds SMALLCAP World 529C Fund Score Explaination
- American Funds SMALLCAP World 529C Fund Manager Information
- Historic American Funds SMALLCAP World 529C Fund Asset Allocation Report
- Historic American Funds SMALLCAP World 529C Fund Top 10 Holding Tracking
- Historic American Funds SMALLCAP World 529C Fund Asset Under Management Tracking


