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American Funds ST Bd Fd of Amer R4 RAMEX

Analyst rating as of
NAV / 1-Day Return
10.18  /  0.00 %
Total Assets
9.2 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Low
Longest Manager Tenure
9.03 years
Category
US Fund Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.60%
Effective Duration
2.28 years
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Morningstar’s Analysis

Will RAMEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A conservative niche in its category.

Analyst

Summary

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This strategy previously earned a Bronze Morningstar Analyst Rating thanks to the improvements Capital Group has made to its fixed-income process and resources, which we continue to view favorably. But under our new ratings methodology, most of the fund’s share classes earn a Neutral rating, and its three most expensive earn a Negative. While the strategy’s cautious credit profile should help prevent losses, it could also limit its range relative to short-term bond Morningstar Category peers along with its ability to outperform over the long term.

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