Morningstar

American Funds Corporate Bond Fund Class 529-C COBCX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 9.30  /  −0.32 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.480%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 3.39%
  • Effective Duration 6.70 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COBCX

Will COBCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of COBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

American Funds Corporate Bond 529C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings COBCX

More COBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.27 83M
Cash and Equivalents

United States Treasury Bonds 4.625%

1.69 33M
Government

United States Treasury Bonds 4.625%

1.22 24M
Government

AbbVie Inc. 5.05%

1.18 23M
Corporate

Morgan Stanley 4.356%

1.03 20M
Corporate

United States Treasury Notes 3.5%

1.01 20M
Government

Cash And Other Assets Less Liablities

0.86 17M
Cash and Equivalents

Chubb INA Holdings LLC 5%

0.82 16M
Corporate

Bank of America Corp. 5.045%

0.77 15M
Corporate

Abbott Laboratories 4.65%

0.70 14M
Corporate

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