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Fund Intelligence | Best Managers | SMCFX Insights | SMCFX Score | SMCFX Performance | SMCFX Manager | SMCFX News | SMCFX Allocation | SMCFX Holdings Change
Fund Intelligence | Best Managers | SMCFX Insights | SMCFX Score | SMCFX Performance | SMCFX Manager | SMCFX News | SMCFX Allocation | SMCFX Holdings Change
Mutual Fund Insights: American Funds SMALLCAP World F-2 Fund (SMCFX)
In-depth Analysis of American Funds SMALLCAP World F-2 Fund (SMCFX)
6 months 1 year 3 year 5 year |
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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)
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)
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
Interested in other top mutual funds in similar World Stock category?
Below are some additional World Stock mutual funds generated out of our database
- ING Global Value Choice A (NAWGX) [ Compare with American Funds SMALLCAP World F-2 Fund (SMCFX) ]
- Oppenheimer Global Opportunities A (OPGIX) [ Compare with American Funds SMALLCAP World F-2 Fund (SMCFX) ]
- ING Global Value Choice I (NAWIX) [ Compare with American Funds SMALLCAP World F-2 Fund (SMCFX) ]
- See top fund managers for World Stock Category Funds
- Browse other funds in World Stock Category
American Funds SMALLCAP World F-2 Fund (SMCFX) Net Asset
Track net asset change of American Funds SMALLCAP World F-2 fund (SMCFX)
| Date | Net Asset |
| 02/2010 | $17.71B |
| 01/2010 | $179.99M |
| 11/2009 | $169.63M |
American Funds SMALLCAP World F-2 Fund (SMCFX) Portfolio Allocation
Track portfolio allocation change of American Funds SMALLCAP World F-2 fund (SMCFX)
| 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% | 128.71% | 1.29% | 0.82% |
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
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 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%] | 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%] |
Related books and products to American Funds SMALLCAP World F-2 Fund (SMCFX)
Latest News on American Funds SMALLCAP World F-2 (SMCFX)
See what is happening with American Funds SMALLCAP World F-2 Fund (SMCFX)
Books and Resources
 
 
See more information on American Funds SMALLCAP World F-2 Fund (SMCFX)
- American Funds SMALLCAP World F-2 Fund Insights
- American Funds SMALLCAP World F-2 Fund Performance Data
- American Funds SMALLCAP World F-2 Fund News
- American Funds SMALLCAP World F-2 Fund Score Explaination
- American Funds SMALLCAP World F-2 Fund Manager Information
- Historic American Funds SMALLCAP World F-2 Fund Asset Allocation Report
- Historic American Funds SMALLCAP World F-2 Fund Top 10 Holding Tracking
- Historic American Funds SMALLCAP World F-2 Fund Asset Under Management Tracking


