american funds bond fund of america

american funds bond fund of america

Intro Guide to the American Funds Bond Fund of America C Fund (BFACX)

American Funds Bond Fund of America C (BFACX) a Zacks Rank #2 (Buy) was incepted in May 1974 and is managed by Capital Research and Management Company. The objective of BFACX is to seek high level of current income as is consistent with preservation of capital. BFACX invests in corporate debt securities, U.S. and other government securities, mortgage-related securities, money market instruments and cash. BFACX is one of the most broadly diversified fixed-income funds available, giving BFACX's managers great flexibility in responding to bond market conditions. BFACX offers dividends monthly.

American Funds Bond Fund of America C, managed by American Funds, carries an expense ratio of 1.41%. Moreover, BFACX requires a minimal initial investment of $250.

BFACX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.42%, 3 year 3.23% and 5 year 2.38%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

BFACX’s performance, as of the last filing, when compared to funds in its category was in the top 55% in 1 year, top 53% over the past 3 years, and in the 59% over the past 5 years.

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American Funds The Bond Fund of America® Class A

Recent Securities & Benchmarks (max. active = 5)

Quarterly & Monthly Total Returns

Currency is displayed in USD.

Italics indicate Extended Performance. Extended performance is an estimate based on the performance of the fund's oldest share class, adjusted for fees.

American funds bond fund of america

Total Return Ranking - Trailing

Total Return Ranking - Calendar

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

Dividend Distribution Analysis

Capital Gain Distribution Analysis

John H. Smet is a fixed-income portfolio manager at Capital Group. He has 34 years of investment experience and 32 years at Capital. Earlier in his career, as a fixed-income investment analyst at Capital, John covered mortgage-backed securities and railroads. He holds an MBA in finance and a bachelor’s degree in economics from the University of Wisconsin-Madison. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. John is based in Los Angeles.

Hoag is vice president and director of Capital Research and Management Company. He joined the company in 1991 and has a total of 18 years of professional experience.

Robert H. Neithart is a fixed-income portfolio manager at Capital Group. He is chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Rob’s investment responsibilities are focused on global multi-currency fixed income, emerging market debt and global high income portfolios. He has 26 years of investment experience, all with Capital Group. Rob began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in economics from Occidental College graduating cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the National Association of Business Economists. Rob is based in Los Angeles.

Investment professional since 1&92; more than 11 years with Capital Research and Management Company or affiliate. Vice President – Fixed Income, Capital Research Company.

David J. Betanzos, Senior Vice President for Capital Fixed Income Investors. Mr. Betanzos has been wirth Capital Research and Management Company or affiliate since 2002.

Pramod Atluri is a fixed income portfolio manager at Capital Group. He has 19 years of investment industry experience and has been with Capital Group for two years. Prior to joining Capital, Pramod was a fixed income portfolio manager at Fidelity Investments where he also worked as a fixed income strategist and corporate bond analyst. Before that he was a management consultant at McKinsey & Company. He holds an MBA from Harvard Business School and a bachelor’s degree in biological chemistry from the University of Chicago where he also completed the requirements for bachelor’s degrees in economics and chemistry. He holds the Chartered Financial Analyst® designation. Pramod is based in Los Angeles.

David S. Lee is a fixed-income portfolio manager at Capital Group. Earlier in his career, as a fixed-income investment analyst at Capital, he covered brokerage, media, paper and hotel companies. Before joining Capital, he was at Pacific Investment Management Company. He holds an MBA from the University of Chicago Booth School of Business and both a master’s degree and bachelor’s degree in engineering from Stanford University.

American Funds manages more than $1 trillion in total assets for individual and institutional investors. It is part of the Capital Group, which is headquartered in Los Angeles and is one of the largest investment management groups worldwide. American offers a wide variety of mutual funds, including equity funds, bond funds, money market funds and target-date funds. American mutual funds are typically actively managed funds, and the company has an established track record of its best funds substantially outperforming the overall market average. Ten American mutual funds made the 2013 Morningstar "Fantastic 51" list of best actively managed funds.

The following are the top five performers among American's mutual funds, based on five-year average annualized returns as of the end of 2015. Minimum investment requirements for American funds are generally below average, with many set at $250.

The New Economy Fund has produced a five-year average annualized return for investors, as of the end of December 2015, of 14.34%. The fund was launched in 1983, has $15 billion in total assets under management (AUM) and is aimed toward long-term capital growth. The fund manager focuses on firms identified as having high-growth potential and that are associated with industry or economic innovation. The fund is concentrated in large-cap stocks but also holds significant assets in mid- and small-cap stocks. Nearly half of the portfolio's assets may be invested in foreign equities. The top three portfolio components are Netflix, Alexion Pharmaceuticals and Hologic. The fund's expense ratio is 0.79%, which is low for the category of large-growth funds. There is a dividend yield of 0.45%.

The AMCAP Fund is one of American's most popular funds, returning 11.6% annually since its 1967 inception. The five-year average annualized return is even better at 14.27%. This is another fund in the large-cap growth category, with the primary investment goal of capital appreciation. The fund's $45 billion in assets are invested in stocks the fund manager identifies as being attractively priced and offering above-average growth potential. Technology and health care are primary investment sectors, with holdings such as Amgen, Oracle Corporation and UnitedHealth Group Corporation. Netflix and Amazon.com are also among the fund's top holdings. The fund's expense ratio is 0.68%. There is no dividend yield.

Launched in 1973, the Growth Fund of America has roughly $141 billion in assets, and has shown consistently good performance through a number of fund management changes. The fund's five-year annualized return is 13.78%. The lead portfolio manager divides the portfolio into market segments managed by team members. The fund utilizes fundamental analysis to identify equities that suit its focus on growth investing. Up to 25% of the fund may be invested in foreign equities. Top holdings are Amazon, Gilead Sciences, Home Depot and Alphabet. The expense ratio is 0.65%, and there is a dividend yield of 0.34%.

4) Washington Mutual Investors Fund

The Washington Mutual Investors Fund, launched in 1952, has provided investors a five-year average return of 13.74%. This large blend fund with $75 billion in assets aims to provide both income and long-term capital growth. The fund's assets are 95% invested in common stocks selected based primarily on strong track records of earnings and dividends. The fund manager does not invest in companies primarily engaged in either the alcohol or tobacco industries. The portfolio devotes nearly 18% of its assets to the industrials sector, nearly twice the category average. The top five holdings include Microsoft, Wells Fargo, Boeing and Coca-Cola. The expense ratio for the fund is 0.58%, which is notably low for the category. There is a dividend yield of 1.99%.

The Fundamental Investors Fund was launched in 1978. The fund's five-year average annualized return is 13.18%. The fund invests its $71 billion in total assets seeking long-term capital appreciation, with a secondary investment goal of providing income. The fund's portfolio is typically composed of stocks that are attractive from both a value investing and a growth investing perspective. Since the 2008 financial crisis, the fund has reduced its exposure to foreign equities from approximately 30% to around 10%. The market sectors of technology, financial services and consumer cyclicals combine to account for nearly half of the portfolio. The top five portfolio holdings are Microsoft, Amazon, Comcast Corporation, Wells Fargo and Philip Morris. The expense ratio for the Fundamental Investors Fund is 0.61%, and the fund's dividend yield is 1.74%.

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American Funds - Intermediate Bond Fund Of America Class R-2 Shares: (MF: RBOBX)

(NASDAQ Mutual Funds) As of Mar 30, 2018 08:15 PM ET

Zacks MF Rank 5-Strong Sell 5

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Los Angeles, CA 90071

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