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American Funds Intermediate Bond Fund of America┬« Class R-6 – RBOGX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.610.01 (+0.07%)13.46 - 13.690.0

Market data as of 6:06PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - RBOGX

The investment seeks current income consistent with the maturity and quality standards described in the fund's prospectus and preservation of capital. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better. The fund primarily invests in debt securities denominated in U.S. dollars.

Growth of $10,000 (10 Years)

Total Return3.29%
Yield (Trailing 12 Mo.)1.50%
Expense Ratio0.27%
Front LoadNone
Deferred LoadNone
Minimum Investment$250.00
Management Tenure24 Years
Fund Inception05/01/2009

Trailing Total Returns - RBOGX

as of 02/28/2015
TimeframeRBOGXS&P 500Short-Term Bond
1 Month-0.62%5.75%0.03%
3 Month0.34%2.31%0.18%
1 Year1.97%15.51%0.97%
3 Year1.48%18.00%1.47%
5 Year2.53%16.18%2.16%
10 Year3.01%7.99%3.02%
Since Inception3.29%10.71%--

Sector Allocation - RBOGX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - RBOGX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$10.34B
Total Stock Holdings0
Total Bond Holdings561

Bond Credit Quality - RBOGX

as of 02/28/2015
Below B0.00%
Not Rated0.00%

Top Ten Holdings - RBOGX

as of 02/28/2015
CompanyYTD Return% of Assets
US Treasury Note 1.5%--7.56%
US Treasury Note 1.625%--6.28%
US Treasury Note 1.625%--5.11%
US Treasury Note 1.625%--3.62%
US Treasury Note--2.84%
US Treasury Note 1.5%--2.12%
US Treasury Note 1%--1.97%
US Treasury TIP--1.96%
US Treasury Note--1.79%
US Treasury Note 1.5%--1.52%

Valuation & Growth - RBOGX

as of 02/28/2015
ValuationRBOGXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - RBOGX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - RBOGX, 3 Year Avg

Pretax Return1.48%
Tax-adjusted Return0.78%
Tax Cost Ratio0.69%
Potential Cap Gains0.74%

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