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Fund Intelligence | Best Managers | SCWBX Insights | SCWBX Score | SCWBX Performance | SCWBX Manager | SCWBX News | SCWBX Allocation | SCWBX Holdings Change

Mutual Fund Insights: American Funds SMALLCAP World B Fund (SCWBX)

In-depth Analysis of American Funds SMALLCAP World B Fund (SCWBX)

Mutual fund chart: American Funds SMALLCAP World B Fund (SCWBX)

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See American Funds SMALLCAP World B Fund (SCWBX) performance details as of February 28, 2010

  

    Last Trade: $31.60 on 3/19/2010, Change: -0.25 (-0.78%)

  

Fund Manager - Jonathan L. Knowles

Fund Manager Tenure: 11.2 years   [Similar Funds: SCWCX  SCWFX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Jonathan L. Knowles is vice president of Capital Research and Management Company.  Get more insights on Jonathan L. Knowles

  

What we like about American Funds SMALLCAP World B Fund (SCWBX) What we like about American Funds SMALLCAP World B Fund (SCWBX)

Data for American Funds SMALLCAP World B Fund (SCWBX) as of February 28, 2010

  • American Funds SMALLCAP World B Fund (SCWBX) management has been with American Funds SMALLCAP World B Fund for 11.2 years
  • American Funds SMALLCAP World B Fund (SCWBX) has good short-term performance (1-year return 74.17% vs 55.76 % World Stock category average)
  • American Funds SMALLCAP World B Fund (SCWBX) has good Long-term performance (5-year return 4.02% vs 2.24 % World Stock category average)
  • American Funds SMALLCAP World B Fund (SCWBX) ratio of up-years vs down years is greater than 2
  • American Funds SMALLCAP World B Fund (SCWBX) has an annual stock turnover rate of 56.00% vs World Stock average of 107.12%. It is good that American Funds SMALLCAP World B management does not trade extensively for its return.

  

What we are cautious about American Funds SMALLCAP World B Fund (SCWBX) What we are cautious about American Funds SMALLCAP World B Fund (SCWBX)

Data for American Funds SMALLCAP World B Fund (SCWBX) as of February 28, 2010

  • American Funds SMALLCAP World B Fund (SCWBX) has a less-than-ideal mid-term performance (3-year return -5.00% vs -5.50 % World Stock category average)
  • American Funds SMALLCAP World B Fund (SCWBX) has a Morningstar rating of 3 and below
  • American Funds SMALLCAP World B Fund (SCWBX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.07 that is higher than category average of 23.02
  • American Funds SMALLCAP World B Fund (SCWBX) has a higher management fee of 2.00% than its World Stock average of 1.53%
  • American Funds SMALLCAP World B Fund (SCWBX) carries a 5% load
See American Funds SMALLCAP World B Fund (SCWBX) performance details as of February 28, 2010

  

  

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

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American Funds SMALLCAP World B Fund (SCWBX) Net Asset

Track net asset change of American Funds SMALLCAP World B fund (SCWBX)

DateNet Asset
02/2010$17.71B
01/2010$426.91M
11/2009$416.75M
More historic net asset information on American Funds SMALLCAP World B Fund (SCWBX)

  

American Funds SMALLCAP World B Fund (SCWBX) Portfolio Allocation

Track portfolio allocation change of American Funds SMALLCAP World B fund (SCWBX)

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 B Fund (SCWBX)

  

Most Recent Top 10 Holdings in American Funds SMALLCAP World B Fund (SCWBX)

Discover what American Funds SMALLCAP World B Fund (SCWBX) 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 B Fund (SCWBX)

  

Related books and products to American Funds SMALLCAP World B Fund (SCWBX)

  

Latest News on American Funds SMALLCAP World B (SCWBX)

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