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Morningstar

American Funds Interm Bd Fd of Amer C IBFCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.32  /  0.40 %
  • Total Assets 23.5 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 2.60%
  • Effective Duration 4.27 years

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis IBFCX

Will IBFCX outperform in 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 IBFCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IBFCX 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 IBFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More sensitive to interest rates than credit.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

American Funds Intermediate Bond Fund of America's team courts more interest-rate risk than many of its Morningstar Category peers but a well-executed, conservative approach to credit risk commends it.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings IBFCX

More IBFCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2044
  • Other Holdings 10
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

16.31
3,776,181,829
Cash and Equivalents

Federal National Mortgage Association 6.5%

6.38
1,477,783,576
Securitized

United States Treasury Notes 4.625%

3.89
901,703,820
Government

Federal National Mortgage Association 5%

1.31
302,893,965
Securitized

United States Treasury Notes 4.25%

1.25
288,813,884
Government

Federal National Mortgage Association 6%

1.19
274,788,428
Securitized

Federal Home Loan Mortgage Corporation 5.5%

1.07
248,270,296
Securitized

United States Treasury Notes 4.625%

0.97
225,433,795
Government

United States Treasury Notes 0.161%

0.91
211,516,461
Government

United States Treasury Notes 4.125%

0.91
211,324,372
Government