Morningstar

American Funds Interm Bd Fd of Amer F3 IFBFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.75  /  −0.06 %
  • Total Assets 25.4 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 4.21%
  • Effective Duration 3.91 years

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis IFBFX

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

  • People Pillar

    The People Pillar is our evaluation of the IFBFX 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 IFBFX’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
Rated on Published on

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Portfolio Holdings IFBFX

More IFBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

13.67 3.3 Bil
Cash and Equivalents

Federal National Mortgage Association 6.5%

6.61 1.6 Bil
Securitized

United States Treasury Notes 4.625%

3.54 862.4 Mil
Government

United States Treasury Notes 4.25%

1.39 337.4 Mil
Government

United States Treasury Notes 4.5%

1.23 300.2 Mil
Government

Federal Home Loan Mortgage Corp. 6.5%

1.14 277.0 Mil
Securitized

Federal Home Loan Mortgage Corp. 5.5%

0.94 228.0 Mil
Securitized

Federal Home Loan Mortgage Corp. 5%

0.84 205.1 Mil
Securitized

United States Treasury Notes 4.5%

0.82 198.9 Mil
Government

United States Treasury Notes 4.125%

0.81 197.8 Mil
Government

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