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Morningstar

American Funds Corporate Bond R4 RCBDX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 9.19  /  +0.23 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 3.66%
  • Effective Duration 6.82 years

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RCBDX

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

  • People Pillar

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

A sound investment process and strong management team underpin American Funds Corporate Bond R4's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RCBDX

More RCBDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.68 120.7 Mil
Cash and Equivalents

United States Treasury Notes 4.25%

1.88 33.9 Mil
Government

Cash And Other Assets Less Liablities

1.76 31.8 Mil
Cash and Equivalents

AbbVie Inc. 5.05%

1.49 26.8 Mil
Corporate

United States Treasury Notes 4%

1.26 22.7 Mil
Government

JPMorgan Chase & Co. 2.005%

1.22 22.0 Mil
Corporate

United States Treasury Bonds 4.5%

0.92 16.6 Mil
Government

Bristol-Myers Squibb Company 5.2%

0.89 16.2 Mil
Corporate

The Boeing Company 2.75%

0.85 15.3 Mil
Corporate

Servicenow Inc 1.4%

0.83 15.1 Mil
Corporate