Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: American Funds US Government Sec F-1 Fund (UGSFX)

In-depth Analysis of American Funds US Government Sec F-1 Fund (UGSFX)

Mutual fund chart: American Funds US Government Sec F-1 Fund (UGSFX)

3 months
6 months
1 year
3 year
5 year

See American Funds US Government Sec F-1 Fund (UGSFX) performance details as of February 28, 2010

  

    Last Trade: $14.11 on 3/19/2010, Change: -0.01 (-0.07%)

  

Fund ManagerFund Manager - Wesley K.-S. Phoa

Fund Manager Tenure: 0.2 years   [Similar Funds: UGSBX  UGSCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Wesley K.-S. Phoa is a senior vice president of Capital International Research, Inc. and manages U.S. Fixed Income portfolios. Wesley K.-S. Phoa is also an investment analyst covering U.S. Government bonds, as well as having responsibilities for Fixed-Income quantitative research. Prior to joining Capital in 1999, Wesley K.-S. Phoa was with Capital Management Sciences in Los Angeles for three years, where Wesley K.-S. Phoa served as vice president and later as director of research.  Get more insights on Wesley K.-S. Phoa

  

What we like about American Funds US Government Sec F-1 Fund (UGSFX) What we like about American Funds US Government Sec F-1 Fund (UGSFX)

Data for American Funds US Government Sec F-1 Fund (UGSFX) as of February 28, 2010

  • American Funds US Government Sec F-1 Fund (UGSFX) has good mid-term performance (3-year return 5.67% vs 5.47 % Intermediate Government category average)
  • American Funds US Government Sec F-1 Fund (UGSFX) has good Long-term performance (5-year return 4.75% vs 4.62 % Intermediate Government category average)
  • American Funds US Government Sec F-1 Fund (UGSFX) ratio of up-years vs down years is greater than 2
  • American Funds US Government Sec F-1 Fund (UGSFX) has an annual stock turnover rate of 166.00% vs Intermediate Government average of 283.09%. It is good that American Funds US Government Sec F-1 management does not trade extensively for its return.
  • American Funds US Government Sec F-1 Fund (UGSFX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.02, lower than category average of 4.17
  • American Funds US Government Sec F-1 Fund (UGSFX) has a lower management fee than its Intermediate Government average: 0.65% vs 1.01%

  

What we are cautious about American Funds US Government Sec F-1 Fund (UGSFX) What we are cautious about American Funds US Government Sec F-1 Fund (UGSFX)

Data for American Funds US Government Sec F-1 Fund (UGSFX) as of February 28, 2010

  • American Funds US Government Sec F-1 Fund (UGSFX) management has been with American Funds US Government Sec F-1 Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • American Funds US Government Sec F-1 Fund (UGSFX) has a less-than-ideal short-term performance (1-year return 4.70% vs 6.94 % Intermediate Government category average)
  • American Funds US Government Sec F-1 Fund (UGSFX) has a Morningstar rating of 3 and below
  • Even though American Funds US Government Sec F-1 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds US Government Sec F-1 Fund (UGSFX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

American Funds US Government Sec F-1 Fund (UGSFX) Net Asset

Track net asset change of American Funds US Government Sec F-1 fund (UGSFX)

DateNet Asset
02/2010$7.02B
01/2010$179.69M
11/2009$185.51M
More historic net asset information on American Funds US Government Sec F-1 Fund (UGSFX)

  

American Funds US Government Sec F-1 Fund (UGSFX) Portfolio Allocation

Track portfolio allocation change of American Funds US Government Sec F-1 fund (UGSFX)

DateCashStockBondOther
09/20095.86%0%92.63%1.51%
06/20092.07%0%96.36%1.57%
03/20095.34%0%93%1.66%
Click here to see more historic asset allocation information on American Funds US Government Sec F-1 Fund (UGSFX)

  

Most Recent Top 10 Holdings in American Funds US Government Sec F-1 Fund (UGSFX)

Discover what American Funds US Government Sec F-1 Fund (UGSFX) manager is buying

30-Sep-09
US Treasury Note 2.25% [7.28%]
United States Treas Nts [4.35%]
US Treasury Note 3.125% [3.66%]
US Treasury Note [3.03%]
FNCI 4% [2.3%]
US TREASURY NOTE [2.01%]
US Treasury Note [1.58%]
FNMA 4% [1.3%]
US Treasury Note 3.5% [1.21%]
US Treasury Note 3.25% [1.21%]

30-Jun-09
US Treasury Note 2.25% [7.28%]
United States Treas Nts [4.35%]
US Treasury Note 3.125% [3.66%]
US Treasury Note [3.03%]
FNCI 4% [2.3%]
US TREASURY NOTE [2.01%]
US Treasury Note [1.58%]
FNMA 4% [1.3%]
US Treasury Note 3.5% [1.21%]
US Treasury Note 3.25% [1.21%]

31-Mar-09
US TREASURY NOTE [4.09%]
US Treasury Bond 8.125% [2.8%]
US Treasury Note [2.75%]
FNCI 4% [1.69%]
US Treasury Note [1.53%]
FNMA 4% [1.52%]
US Treasury Note 5.125% [1.49%]
US Treasury Note 3.5% [1.4%]
US Treasury Note 4.25% [1.28%]
US Treasury Note 4.625% [1.27%]
Click here for Stock Holding Change Map in American Funds US Government Sec F-1 Fund (UGSFX)

  

Related books and products to American Funds US Government Sec F-1 Fund (UGSFX)

  

Latest News on American Funds US Government Sec F-1 (UGSFX)

See what is happening with American Funds US Government Sec F-1 Fund (UGSFX)

 

Books and Resources

 

 

See more information on American Funds US Government Sec F-1 Fund (UGSFX)