CANEX – Fund Analysis – American Funds Strategic Bond 529-E | Morningstar

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Will CANEX outperform in future?

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Process Pillar

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

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

A bold and flexible core-plus strategy.

Director Alec Lucas

Alec Lucas

Director

Summary

American Funds Strategic Bond’s flexible style can add value to a diversified fixed-income portfolio allocation, but it is best used as a complement than as a foundation.

by Alec Lucas

Rated on Aug 9, 2024 Published on Aug 9, 2024

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