Source: Morningstar. Year-to-date inflows based on month-end data through 03/31/22. Fixed income assets under management as of 03/31/22. Both rankings reflect American Funds bond funds in comparison to other mutual fund and ETF managers; the AUM ranking is based solely on U.S. bond fund categories.
Our analysts don’t just write reports: they also invest alongside managers in some funds via a research portfolio. Learn all about our experienced fixed income team.
Assets under management by Capital Fixed Income Investors as of March 31, 2022, and is preliminary. All values in USD. Totals may not reconcile due to rounding.
Assets under management by Capital Fixed Income Investors as of June 30, 2021, and is preliminary. All values in USD. Totals may not reconcile due to rounding.
Sources: Lipper. Based on Class F-2 share data as of 12/31/2021. Fifteen out of 18 American Funds fixed income funds had expense ratios below the average for their respective Lipper categories, based on institutional load funds, excluding funds of funds, for the most recent fiscal year-ends available.
Sources: Lipper and Morningstar. Based on F-2 share class data as of 12/31/2020. Fifteen out of 18 American Funds fixed income funds had expense ratios below the average for their respective Lipper categories, based on institutional load funds, excluding funds of funds, for the most recent fiscal year-ends available.
Portfolio managers invest in their own funds — 100% manager ownership in each fixed income fund (excluding state-specific municipal funds).
Source: Capital Group. As of 12/31/21.
Source: Capital Group. As of 12/31/20.
Manager compensation puts an emphasis on long-term results — not AUM.
Compensation paid to our investment professionals is heavily influenced by investment results over one-, three-, five- and eight-year periods. Increasing weight is placed on each successive measurement period to encourage a long-term investment approach.
Compensation paid to our investment professionals is heavily influenced by investment results over one-, three-, five- and eight-year periods. Increasing weight is placed on each successive measurement period to encourage a long-term investment approach.
TAXABLE
TAX EXEMPT
TAXABLE
PORTFOLIO
Model portfolios include equity funds.
Want to stay one-step ahead? Here's your new go-to.
Discover our latest thinking on the economy and markets in this quarterly publication.
Capital’s analysts and portfolio managers tackle the topics that matter
Your go-to brochure covering our funds and the four roles
Our latest quarterly market update on all things muni
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the capital organization however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
© 2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc. member FINRA.