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Mutual Fund Insights: American Funds Capital World Bond F-1 Fund (WBFFX)

In-depth Analysis of American Funds Capital World Bond F-1 Fund (WBFFX)

Mutual fund chart: American Funds Capital World Bond F-1 Fund (WBFFX)

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See American Funds Capital World Bond F-1 Fund (WBFFX) performance details as of February 28, 2010

Last Trade: $20.24 on 3/19/2010, Change: -0.07 (-0.34%)

Fund Manager - James R. Mulally

Fund Manager Tenure: 19.3 years [Similar Funds: WBFBX ]
Fundmojo Fund Grade: D (Score: 0.44) (What does this score mean?)

Mulally is a senior vice president of Capital Research and Management Company, his employer since 1980. He also has global fixed-income portfolio management responsibilities with Capital International Limited. From 1983 to 1988 he was based in London. Prior to coming to Capital, Mulally was a research associate with the Federal Reserve Bank of Minneapolis. Get more insights on James R. Mulally

What we like about American Funds Capital World Bond F-1 Fund (WBFFX)

Data for American Funds Capital World Bond F-1 Fund (WBFFX) as of February 28, 2010

American Funds Capital World Bond F-1 Fund (WBFFX) management has been with American Funds Capital World Bond F-1 Fund for 19.3 years
American Funds Capital World Bond F-1 Fund (WBFFX) has good Long-term performance (5-year return 4.74% vs 4.47 % World Bond category average)
American Funds Capital World Bond F-1 Fund (WBFFX) ratio of up-years vs down years is greater than 2
American Funds Capital World Bond F-1 Fund (WBFFX) has an annual stock turnover rate of 106.00% vs World Bond average of 150.46%. It is good that American Funds Capital World Bond F-1 management does not trade extensively for its return.
American Funds Capital World Bond F-1 Fund (WBFFX) has a lower management fee than its World Bond average: 0.89% vs 1.13%

What we are cautious about American Funds Capital World Bond F-1 Fund (WBFFX)

Data for American Funds Capital World Bond F-1 Fund (WBFFX) as of February 28, 2010

American Funds Capital World Bond F-1 Fund (WBFFX) has a less-than-ideal short-term performance (1-year return 18.72% vs 20.23 % World Bond category average)
American Funds Capital World Bond F-1 Fund (WBFFX) has a less-than-ideal mid-term performance (3-year return 6.01% vs 6.39 % World Bond category average)
American Funds Capital World Bond F-1 Fund (WBFFX) has a Morningstar rating of 3 and below
American Funds Capital World Bond F-1 Fund (WBFFX) is less safe compared to its World Bond peers
American Funds Capital World Bond F-1 Fund (WBFFX) does not have a good risk adjusted return as its 3-year Alpha of -2.88 is worse than category average of -1.45, and its 3-year Sharpe ratio is 0.49
American Funds Capital World Bond F-1 Fund (WBFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.95 that is higher than category average of 8.76
Even though American Funds Capital World Bond F-1 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See American Funds Capital World Bond F-1 Fund (WBFFX) performance details as of February 28, 2010

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American Funds Capital World Bond F-1 Fund (WBFFX) Net Asset

Track net asset change of American Funds Capital World Bond F-1 fund (WBFFX)

Date	Net Asset
02/2010	$11.07B
01/2010	$1.27B
11/2009	$1.29B

More historic net asset information on American Funds Capital World Bond F-1 Fund (WBFFX)

American Funds Capital World Bond F-1 Fund (WBFFX) Portfolio Allocation

Track portfolio allocation change of American Funds Capital World Bond F-1 fund (WBFFX)

Date	Cash	Stock	Bond	Other
09/2009	4.44%	0%	94.91%	0.65%
06/2009	4.07%	0%	95.25%	0.68%
03/2009	2.98%	0%	96.23%	0.8%

Click here to see more historic asset allocation information on American Funds Capital World Bond F-1 Fund (WBFFX)

Most Recent Top 10 Holdings in American Funds Capital World Bond F-1 Fund (WBFFX)

Discover what American Funds Capital World Bond F-1 Fund (WBFFX) manager is buying

30-Sep-09

Japan (Government Of) 1.3% [3.49%]
US Treasury Note 3.125% [2.44%]
Japan (Government Of) 0.7% [1.61%]
US Treasury Note 5.125% [1.28%]
Germany (Federal Republic Of) 4.25% [1.28%]
Germany (Federal Republic Of) 4% [1.04%]
Dt Genossch Hypobk 4% [1.01%]
Italy(Rep Of) 4.5% [1%]
Dexia Muni Agency 4.5% [1%]
US Treasury Bond 7.5% [0.92%]

30-Jun-09

31-Mar-09

Germany(Fed Rep) 4% [2.07%]
Japan (Government Of) 1.5% [2.04%]
Japan(Govt Of) 1.7% [1.95%]
Germany (Federal Republic Of) 5.375% [1.76%]
Germany(Fed Rep) 4% [1.75%]
Germany(Fed Rep) 4.25% [1.51%]
US Treasury Note 5.125% [1.45%]
Germany (Federal Republic Of) 6.25% [1.37%]
Germany(Fed Rep) 4.5% [1.27%]
US Treasury Bond 7.5% [1.03%]

Click here for Stock Holding Change Map in American Funds Capital World Bond F-1 Fund (WBFFX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.