FIXED INCOME
What makes us distinctive?
It starts with research.
Get our latest insights.
ABOUT US
Diverse perspectives and high-conviction investing can produce better results.
Our commitment to this simple belief has seen us become a leader in fixed income investing.
1st
in active taxable fixed income inflows (2022)
4th
largest fund manager by fixed income AUM
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.
5 facts you should know about us:
1
Research guides all our investment decisions
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.
2
We are active investors across global bond markets
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.
3
We offer funds with low fees
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.
4
Our managers are investors, too
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.
5
Long-term results really count for us
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.
PRODUCTS
Fixed income options to fit any portfolio
Your client’s goal is …? No matter how you answer, we have some compelling options for you to consider.
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Core/Core Plus
TAXABLE
FEATURED
The Bond Fund of America®
Intermediate Bond Fund of America®
American Funds Strategic Bond Fund℠
Short-Term Bond Fund of America®
American Funds Preservation Portfolio℠
SECTOR SPECIFIC
U.S. Government Securities Fund®
American Funds Mortgage Fund®
American Funds Inflation Linked Bond Fund®
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Muni
TAX EXEMPT
The Tax-Exempt Bond Fund of America®
American Funds Tax-Exempt Fund of New York®
American High-Income Municipal Bond Fund®
American Funds Short-Term Tax-Exempt Bond Fund®
The Tax-Exempt Fund of California®
American Funds Tax-Exempt Preservation Portfolio℠
Limited Term Tax-Exempt Bond Fund of America®
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Credit
TAXABLE
INCOME
American Funds Multi-Sector Income Fund℠
American High-Income Trust®
American Funds Corporate Bond Fund®
GLOBAL
Capital World Bond Fund®
American Funds Emerging Markets Bond Fund®
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Model
PORTFOLIO
American Funds® Retirement Income Model Portfolio - Enhanced
American Funds® Retirement Income Model Portfolio - Moderate
American Funds® Retirement Income Model Portfolio - Convervative
American Funds® Preservation Model Portfolio
American Funds® Tax-Exempt Preservation Model Portfolio
Model portfolios include equity funds.
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Interested in learning how our bond funds fared lately?
Find the latest quarterly overview
INSIGHTS
Fixed Income Perspectives
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.
MORE INSIGHTS
What’s on our investment pros’ minds?
Capital’s analysts and portfolio managers tackle the topics that matter
FIXED INCOME
Implementation Guide
Your go-to brochure covering our funds and the four roles
MUNICIPAL BONDS
Municipal Market Update
Our latest quarterly market update on all things muni
Fixed income solutions
Ideas that help you explore solutions with clients
Four roles in one fund?
Seek more from your Core bond suite.
Seek more from munis
Learn how our tax-exempt bond funds strive to add value
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.
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