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American Funds Inflation Linked Bond Fund – RILAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.28-0.02 (-0.22%)9.17 - 9.800.0

Market data as of 6:06PM 02/09/16. Quotes are delayed by at least 15 min.

Overview - RILAX

The investment seeks to provide inflation protection and income consistent with investment in inflation linked securities. The fund seeks to provide inflation protection and income by investing primarily in inflation linked securities. Normally, at least 80% of the fund's assets will be invested in inflation linked bonds issued by U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Inflation linked bonds are structured to protect against inflation by linking the bond's principal and interest payments to an inflation index so that principal and interest adjust to reflect changes in the index.

Growth of $10,000 (10 Years)

Total Return-2.76%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio1.59%
Front LoadNone
Deferred LoadNone
Minimum Investment$250.00
Management Tenure3 Years
Fund Inception01/23/2015

Trailing Total Returns - RILAX

as of 01/31/2016
TimeframeRILAXS&P 500Inflation-Protected Bond
1 Month0.65%-4.96%0.79%
3 Month-0.45%-6.18%-0.33%
1 Year-4.11%-0.67%-3.97%
3 Year-1.63%11.30%-2.39%
5 Year--10.91%1.74%
10 Year--6.48%3.12%
Since Inception-2.76%10.33%--

Sector Allocation - RILAX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - RILAX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$1.16B
Total Stock Holdings0
Total Bond Holdings48

Bond Credit Quality - RILAX

as of 01/31/2016
Below B0.00%
Not Rated0.10%

Top Ten Holdings - RILAX

as of 01/31/2016
CompanyYTD Return% of Assets
US Treasury Note--25.43%
US Treasury Bond--8.66%
US Treasury TIP 1.75%--6.59%
US Treasury TIP--6.48%
US Treasury TIP 0.125%--5.06%
US Treasury Note--4.72%
US Treasury TIP--4.03%
US Treasury TIP 2%--3.83%
US Treasury TIP--3.83%
US Treasury TIP 2.375%--3.71%

Valuation & Growth - RILAX

as of 01/31/2016
ValuationRILAXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - RILAX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - RILAX, 3 Year Avg

Pretax Return-1.63%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains-2.52%

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