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American Funds Interm Bd Fd of Amer 529E CBOEX

Analyst rating as of
NAV / 1-Day Return
12.83  /  0.07 %
Total Assets
29.7 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
8.65 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.15%
Effective Duration
3.60 years

Morningstar’s Analysis

Will CBOEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A short-term offering with a distinctive posture.

Summary

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American Funds Intermediate Bond Fund of America structurally carries more interest-rate risk than many of its short-term bond Morningstar Category peers but benefits from a well-executed, conservative approach to credit risk. Its advantages are enough to award the strategy’s cheapest share classes a Morningstar Analyst Rating of Bronze, while its more expensive share classes earn a Neutral or Negative.

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