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American Funds Interm Bd Fd of Amer 529F CBOFX

Analyst rating as of
  • NAV / 1-Day Return 12.60  /  0.14 %
  • Total Assets 25.4 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 2.34%
  • Effective Duration 3.43 years

Morningstar’s Analysis CBOFX

Will CBOFX outperform in future?

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

More sensitive to rates than credit.

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 Neutral or Negative ratings.

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