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American Funds Corporate Bond Fund;A

Ranked 81 out of 144 in - US Dollar Corporates over 12 months
All calculations are in USD unless stated

Managed by

David S. Lee

David S. Lee is a fixed income portfolio manager at Capital Group. David has 17 years of investment experience and has been with Capital Group for 15 years. Earlier in his career, as a fixed income investment analyst at Capital, he covered brokerage, media, paper and leisure 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. He also holds the Chartered Financial Analyst® designation. David is based in Los Angeles.

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 : 31/08/2016 - 31/08/2017
  • Rank 81/144 Total Return
  • Rank 97/144 Standard Deviation
  • Rank 100/144 Max Drawdown
Fund Name Currency Risk
95 UBS (Lux) Bond S - USD Corporates (USD) P-acc USD

3.8

95 Eastspring Investments-US Corporate Bond D USD

3.8

97 American Funds Corporate Bond Fund;A USD

3.8

98 ZIF US Corporate CHF A1 hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

3.9

98 Payden Corporate Bond Fund;Investor USD

3.9

Fund Name Currency Loss
98 Barings U.S. Investment Grade Corp Bd A USD Acc USD

-3.7%

99 Deka-CorporateBd Gl.Hedge.Euro

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

100 American Funds Corporate Bond Fund;A USD

-3.7%

101 Hartford Schroders Tax-Aware Bond Fund;I USD

-3.8%

102 Eastspring Investments-US Invest Grade Bond D USD

-3.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 2.3%
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 size274Mn
  • Base currencyUSD
  • ISIN US02629H1095

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment50

Charges

  • Annual management0.35%
  • Initial investment3.75

Related News

AM giant Capital Group launches US corporate bond fund

Investment firm overseeing $1.4trn in assets bolsters European range with new approach focusing on investment grade debt.

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