American Funds Intmdt Bond Fund of America F3 (IFBFX)
12.59
0.00 (0.00%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks current income consistent with the maturity and quality standards. It maintains a portfolio of bonds, debt securities and money market instruments with dollar-weighted average effective maturity of 3-5 years. It invests primarily in bonds & other debt securities with ratings of A- or better or A3 or better. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Medium Term |
| Peer Group | Short-Intmdt Investment Grade Debt Funds |
| Global Macro | Bond HC |
| US Macro | Short/Intermediate Investment-Grade Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Short-Intmdt Investment Grade Debt Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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1 Year
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3 Months
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3 Years
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6 Months
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 5.40% |
| Stock | 0.00% |
| Bond | 94.48% |
| Convertible | 0.00% |
| Preferred | 0.01% |
| Other | 0.11% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Capital Group Central Cash Fund; Class M
|
5.37% | -- | -- |
|
United States of America (Government) 4.25% 28-FEB-2029
|
3.98% | -- | -- |
|
United States of America (Government) 4.375% 31-JUL-2026
|
3.16% | -- | -- |
|
United States of America (Government) 4.5% 31-MAY-2029
|
1.30% | -- | -- |
|
United States of America (Government) 4.25% 31-JAN-2026
|
1.22% | -- | -- |
|
United States of America (Government) 4.5% 31-MAR-2026
|
1.07% | -- | -- |
|
Federal Home Loan Mortgage Corp 01-AUG-2054
|
1.00% | -- | -- |
|
Federal Home Loan Mortgage Corp 01-SEP-2053
|
0.98% | -- | -- |
|
United States of America (Government) 3.75% 15-AUG-2027
|
0.85% | -- | -- |
|
United States of America (Government) 4.125% 31-JUL-2028
|
0.79% | -- | -- |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.21% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 250.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks current income consistent with the maturity and quality standards. It maintains a portfolio of bonds, debt securities and money market instruments with dollar-weighted average effective maturity of 3-5 years. It invests primarily in bonds & other debt securities with ratings of A- or better or A3 or better. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Medium Term |
| Peer Group | Short-Intmdt Investment Grade Debt Funds |
| Global Macro | Bond HC |
| US Macro | Short/Intermediate Investment-Grade Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Short-Intmdt Investment Grade Debt Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Fund Details
| Key Dates | |
| Inception Date | 2/19/1988 |
| Last Annual Report Date | 8/31/2024 |
| Last Prospectus Date | 11/1/2024 |
| Share Classes | |
| AIBAX | A |
| CBOAX | 529 Plans |
| CBOCX | 529 Plans |
| CBOEX | 529 Plans |
| CBOFX | 529 Plans |
| FFOOX | 529 Plans |
| FIFBX | 529 Plans |
| IBAFX | Other |
| IBFCX | C |
| IBFFX | Other |
| RBOAX | Retirement |
| RBOBX | Retirement |
| RBOCX | Retirement |
| RBOEX | Retirement |
| RBOFX | Retirement |
| RBOGX | Retirement |
| RBOHX | Other |
| REBBX | Other |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:IFBFX", "name") |
| Broad Asset Class: =YCI("M:IFBFX", "broad_asset_class") |
| Broad Category: =YCI("M:IFBFX", "broad_category_group") |
| Prospectus Objective: =YCI("M:IFBFX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |