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Morningstar

American Funds Emerging Markets Bd R4 REGEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 7.79  /  +0.67 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 6.83%
  • Effective Duration 6.08 years

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 9:57 PM GMT+0

Morningstar’s Analysis REGEX

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

  • People Pillar

    The People Pillar is our evaluation of the REGEX 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 REGEX’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 Emerging Markets Bd R4's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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