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Mutual Fund Insights: American Funds SMALLCAP World F-2 Fund (SMCFX)

In-depth Analysis of American Funds SMALLCAP World F-2 Fund (SMCFX)

Mutual fund chart: American Funds SMALLCAP World F-2 Fund (SMCFX)

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See American Funds SMALLCAP World F-2 Fund (SMCFX) performance details as of February 28, 2010

  

    Last Trade: $33.33 on 3/19/2010, Change: -0.26 (-0.77%)

  

Fund Manager - Jonathan L. Knowles

Fund Manager Tenure: 11.2 years   [Similar Funds: SMCWX ]
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 F-2 Fund (SMCFX) What we like about American Funds SMALLCAP World F-2 Fund (SMCFX)

Data for American Funds SMALLCAP World F-2 Fund (SMCFX) as of February 28, 2010

  • American Funds SMALLCAP World F-2 Fund (SMCFX) management has been with American Funds SMALLCAP World F-2 Fund for 11.2 years
  • American Funds SMALLCAP World F-2 Fund (SMCFX) has good short-term performance (1-year return 76.13% vs 55.76 % World Stock category average)
  • American Funds SMALLCAP World F-2 Fund (SMCFX) has good Long-term performance (5-year return 4.94% vs 2.24 % World Stock category average)
  • American Funds SMALLCAP World F-2 Fund (SMCFX) ratio of up-years vs down years is greater than 2
  • American Funds SMALLCAP World F-2 Fund (SMCFX) has an annual stock turnover rate of 56.00% vs World Stock average of 107.12%. It is good that American Funds SMALLCAP World F-2 management does not trade extensively for its return.
  • American Funds SMALLCAP World F-2 Fund (SMCFX) has a lower management fee than its World Stock average: 0.87% vs 1.53%
  • American Funds SMALLCAP World F-2 Fund (SMCFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about American Funds SMALLCAP World F-2 Fund (SMCFX) What we are cautious about American Funds SMALLCAP World F-2 Fund (SMCFX)

Data for American Funds SMALLCAP World F-2 Fund (SMCFX) as of February 28, 2010

  • American Funds SMALLCAP World F-2 Fund (SMCFX) has a less-than-ideal mid-term performance (3-year return -4.07% vs -5.50 % World Stock category average)
  • American Funds SMALLCAP World F-2 Fund (SMCFX) has a Morningstar rating of 3 and below
  • American Funds SMALLCAP World F-2 Fund (SMCFX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.11 that is higher than category average of 23.02
See American Funds SMALLCAP World F-2 Fund (SMCFX) 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 F-2 Fund (SMCFX) Net Asset

Track net asset change of American Funds SMALLCAP World F-2 fund (SMCFX)

DateNet Asset
02/2010$17.71B
01/2010$179.99M
11/2009$169.63M
More historic net asset information on American Funds SMALLCAP World F-2 Fund (SMCFX)

  

American Funds SMALLCAP World F-2 Fund (SMCFX) Portfolio Allocation

Track portfolio allocation change of American Funds SMALLCAP World F-2 fund (SMCFX)

DateCashStockBondOther
09/20098.2%89.54%1.78%0.48%
06/200910.33%88.53%0.59%0.56%
03/200912.14%128.71%1.29%0.82%
Click here to see more historic asset allocation information on American Funds SMALLCAP World F-2 Fund (SMCFX)

  

Most Recent Top 10 Holdings in American Funds SMALLCAP World F-2 Fund (SMCFX)

Discover what American Funds SMALLCAP World F-2 Fund (SMCFX) 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 DIRECT [0.88%]
INVERNESS MEDICAL [0.87%]
COACH [0.84%]
XinAo Gas Holdings Ltd. [0.78%]
Jumbo SA [0.75%]
Digital River, Inc. [0.73%]
APTARGROUP [0.66%]

31-Mar-09
Kingboard Chemical Holdings Ltd. [1.25%]
Myriad Genetics, Inc. [1.05%]
MSC INDUSTRIAL DRCT [0.98%]
FNMA [0.97%]
FNMA [0.91%]
Container Corporation of India [0.88%]
INVERNESS MED INNOVA [0.83%]
APTAR GROUP INC [0.74%]
Jumbo SA [0.74%]
COACH INC [0.72%]
Click here for Stock Holding Change Map in American Funds SMALLCAP World F-2 Fund (SMCFX)

  

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Latest News on American Funds SMALLCAP World F-2 (SMCFX)

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