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Morningstar

American Funds Interm Bd Fd of Amer F2 IBAFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.32  /  −0.15 %
  • Total Assets 24.2 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 4.06%
  • Effective Duration 3.53 years

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis IBAFX

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

  • People Pillar

    The People Pillar is our evaluation of the IBAFX 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 IBAFX’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
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Portfolio Holdings IBAFX

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