American Funds Intermediate Bond Fund of America® Class 529-E CBOEX
Strategy
The investment seeks current income consistent with the maturity and quality standards and preservation of capital. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the fund's investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBFFX | American Funds Intermediate Bond Fund of America® Class F-1 | No Load | Open | $80.53M | 0.660% | Above Average | $250 | $496,120.23 | |||
IBAFX | American Funds Intermediate Bond Fund of America® Class F-2 | No Load | Open | $2.42B | 0.360% | Below Average | $250 | $113.07M | |||
FFOOX | American Funds Intermediate Bond Fund of America® Class 529-F-2 | No Load | Open | $119.78M | 0.340% | Below Average | $250 | −$4.89M | |||
FIFBX | American Funds Intermediate Bond Fund of America® Class 529-F-3 | No Load | Open | $76,139.00 | 0.300% | Low | $250 | −$3,879.27 | |||
IFBFX | American Funds Intermediate Bond Fund of America® Class F-3 | Institutional | Open | $1.94B | 0.250% | Low | $1M | $156.46M | |||
AIBAX | American Funds Intermediate Bond Fund of America® Class A | Front Load | Open | $8.44B | 0.650% | Below Average | $250 | −$444.34M | |||
CBOAX | American Funds Intermediate Bond Fund of America® Class 529-A | Front Load | Open | $368.96M | 0.630% | Below Average | $250 | −$20.43M | |||
IBFCX | American Funds Intermediate Bond Fund of America® Class C | Level Load | Open | $27.17M | 1.350% | Below Average | $250 | −$2.95M | |||
CBOCX | American Funds Intermediate Bond Fund of America® Class 529-C | Level Load | Open | $6.15M | 1.390% | Average | $250 | −$167,369.42 | |||
CBOEX | American Funds Intermediate Bond Fund of America® Class 529-E | Level Load | Open | $9.27M | 0.830% | Low | $250 | −$883,903.11 | |||
RBOFX | American Funds Intermediate Bond Fund of America® Class R-5 | Retirement, Large | Open | $17.73M | 0.300% | Low | $250 | −$4.93M | |||
RBOGX | American Funds Intermediate Bond Fund of America® Class R-6 | Retirement, Large | Open | $14.59B | 0.250% | Low | $250 | $1.15B | |||
RBOHX | American Funds Intermediate Bond Fund of America® Class R-5E | Retirement, Large | Open | $19.99M | 0.400% | Average | $250 | $2.40M | |||
RBOCX | American Funds Intermediate Bond Fund of America® Class R-3 | Retirement, Medium | Open | $103.93M | 0.890% | Below Average | $250 | −$3.29M | |||
RBOEX | American Funds Intermediate Bond Fund of America® Class R-4 | Retirement, Medium | Open | $77.27M | 0.600% | Low | $250 | −$14.01M | |||
RBOBX | American Funds Intermediate Bond Fund of America® Class R-2 | Retirement, Small | Open | $59.38M | 1.310% | Average | $250 | −$6.46M | |||
RBOAX | American Funds Intermediate Bond Fund of America® Class R-1 | Retirement, Small | Open | $4.80M | 1.320% | Average | $250 | −$379,737.99 | |||
REBBX | American Funds Intermediate Bond Fund of America® Class R-2E | Retirement, Small | Open | $7.98M | 1.020% | Low | $250 | $66,657.23 |
United States