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American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

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Graph of American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) ManagerFund Manager - Mark A. Brett

Fund Manager Information

Fund Manager Tenure: 10.4 years
Similar Funds: IBFFX 
Fund Family: American Funds
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Mark A. Brett is a director and senior vice president of Capital International Limited and Capital International SA and a vice president of Capital International Research, Inc. His responsibilities include global fixed-income portfolio management and currency research. Prior to joining Capital International in 1993, Mr. Brett spent 14 years as an economist/strategist with Barclays de Zoete Wedd (formerly De Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. He is a member of the UKSIP and the Securities Institute.  Get more insights on Mark A. Brett

 

Graph of American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) ProfileAmerican Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Profile

Fund Profile and Description

American Funds Interm Bd Fd of Amer F2 Fund seeks to current income. American Funds Interm Bd Fd of Amer F2 Fund invests primarily in bonds and other debt securities with high quality ratings. It primarily invests in intermediate-term debt securities, including securities issued and guaranteed by the U.S. government and debt securities and mortgage-backed securities issued by government-sponsored entities and federal agencies and instrumentalities that are not backed by the full faith and credit of the U.S. government. American Funds Interm Bd Fd of Amer F2 Fund has a dollar-weighted average maturity of no less than three years and no greater than five years.

 

American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund Strength What we like about American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

Data for American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) as of May 30, 2016

  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) management has been with American Funds Interm Bd Fd of Amer F2 Fund for 10.4 years
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has good short-term performance (1-year return 1.43% vs 0.74% Short-Term Bond category median performance)
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has good mid-term performance (3-year return 1.46% vs 0.93% Short-Term Bond category median performance)
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has good Long-term performance (5-year return 1.73% vs 1.38% Short-Term Bond category median performance)
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) ratio of up-years vs down years is greater than 2
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has a lower expense ratio than its Short-Term Bond average: 0.39% vs 0.80%
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Weakness What we are cautious about American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

Data for American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) as of May 30, 2016

  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) is less safe compared to its Short-Term Bond peers
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) has an annual stock turnover rate of 192.00% that is higher than the Short-Term Bond average of 64.39%. This could mean American Funds Interm Bd Fd of Amer F2 is more nimble, but also signal potential high tax impact and high trading fees
  • American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) is more volatile than its peers as it has a 3-year Standard Deviation of 1.77 that is higher than category average of 1.36
See American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) performance details as of May 30, 2016

 

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Compare American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Interm Bd Fd of Amer F21.531.431.461.73
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Net Asset TrackingAmerican Funds Interm Bd Fd of Amer F2 (IBAFX) Fund Net Asset

Track net asset change of American Funds Interm Bd Fd of Amer F2 fund (IBAFX)

DateNet Asset
05/2016$12.26B
03/2016$11.93B
02/2016$11.69B
More historic net asset information on American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)

  

Graph of American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Portfolio TrackingAmerican Funds Interm Bd Fd of Amer F2 (IBAFX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Interm Bd Fd of Amer F2 fund (IBAFX)

DateCashStockBondOther
03/20169.71%0%89.63%0.6%
12/20159.16%0%87.94%2.84%
09/20157.09%0%91.49%1.4%
Click here to see more historic asset allocation information on American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)

 

graph of American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Top 10 Position TrackingTop 10 Holdings in American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

Discover what American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) manager is buying

Mar 30, 2016
US Treasury Note 1.5% [4.61%]
US Treasury Note 1.75% [3.88%]
US Treasury Note 1.125% [3.59%]
US Treasury Note [2.29%]
US Treasury Note 1.25% [2.07%]
US Treasury Note 1.625% [1.98%]
US Treasury Note 1.375% [1.67%]

Dec 30, 2015
US Treasury Note 1.5% [5.33%]
US Treasury Note [2.34%]
US Treasury Note 1.25% [2.1%]
US Treasury Note 1% [1.72%]
US Treasury Note 1.375% [1.55%]
US Treasury Note 1.625% [1.53%]

Sep 29, 2015
US Treasury Note 1.5% [6.55%]
US Treasury Note [2.97%]
GNMA 3.5% [2.38%]
US Treasury Note 1.25% [2.21%]
US Treasury Note 1.625% [1.92%]
US Treasury Note 1% [1.8%]
GNMA 4% [1.58%]
US Treasury Note 2% [1.57%]
Click here for Stock Holding Change Map in American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)

  

Latest News on American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

See what is happening with American Funds Interm Bd Fd of Amer F2 Fund (IBAFX)

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American Funds Interm Bd Fd of Amer F2 Fund (IBAFX) Related ResourcesSee more information on American Funds Interm Bd Fd of Amer F2 (IBAFX) Fund

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