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American Funds Corporate Bond Fund;A

Ranked 61 out of 136 in - US Dollar Corporates over 12 months
All calculations are in USD unless stated

Managed by

David Lee

David Lee, CFA is a portfolio manager and analyst at T. Rowe Price based in Baltimore. He has been with the firm since 1993 and prior to this, he was an engineer at IBM. He presently serves on the Investment Advisory Committee for the firm’s Global Real Assets Equity Strategy and is also a member of the Investment Advisory Committee for the firm’s Real Estates Strategy. David graduated with a BSc from the University of Illinois at Urbana-Champaign.

Objective

The Fund seeks to provide maximum total return consistent with capital preservation and prudent risk management. The Fund would invest at least 80% of its assets in corporate debt securities. The Fund will also normally invest all of its assets in debt securities with quality ratings of Baa3 or better or BBB- or better.

Performance

US Dollar Corporates over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.4%
2016 6.8% 4.8% 4.0% 1.3% -3.2%
2015 1.0% 2.8% -2.5% 0.5% 0.2%
2014 7.8% 3.1% 3.0% -0.2% 1.8%
2013 -1.3% -0.4% -3.5% 1.6% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date14/12/2012
  • Share Class size162Mn
  • Base currencyUSD
  • ISIN US02629H1095

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).