American Funds Bond Fund of Amer A
- ABNDX
- Price as of: Nov 20, 2020
-
$14.15
N/A N/A
- Primary Theme
- U.S. Intermediate-Term Bond Duration
- Fund Company
- American Funds
- Share Class
ABNDX - Snapshot
Vitals
- YTD Return 8.3%
- 3 Yr Annualized Return 5.4%
- 5 Yr Annualized Return 4.3%
- Net Assets $66.2 B
- Holdings in Top 10 19.4%
52 WEEK LOW AND HIGH
Expenses
OPERATING RELATED FEES
- Expense Ratio 0.60%
SALES FEES
- Front Load 3.75%
- Deferred Load N/A
BROKERAGE FEES
- Turnover 286.00%
TRADING FEES
- Max Redemption Fee N/A
Min Investment
- Standard (Taxable) $250
- IRA $25
Fund Classification
-
Primary Theme
U.S. Intermediate-Term Bond Duration
- Fund Type Open End Mutual Fund
- Investment Style Intermediate Core Bond
ABNDX - Profile
Distributions
- YTD Total Return 8.3%
- 3 Yr Annualized Total Return 4.1%
- 5 Yr Annualized Total Return 3.5%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.35%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameAmerican Funds The Bond Fund of America®
-
Fund Family NameAmerican Funds
-
Inception DateMay 28, 1974
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerDavid Hoag
Fund Description
The fund normally invests at least 80% of its assets in bonds and other debt securities. It invests a majority of its assets in debt securities rated A3 or better or A- or better. It may invest in 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.
ABNDX - Performance
Return Ranking - Trailing
| Period | ABNDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.3% | -9.1% | 954.0% | 9.18% |
| 1 Yr | 8.7% | -4.8% | 16.6% | 5.58% |
| 3 Yr | 5.4%* | 0.9% | 8.1% | 16.62% |
| 5 Yr | 4.3%* | 1.0% | 7.9% | 35.36% |
| 10 Yr | 3.6%* | 1.3% | 7.5% | 53.95% |
* Annualized
Return Ranking - Calendar
| Period | ABNDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 4.1% | -1.7% | 13.9% | 81.56% |
| 2018 | -2.5% | -10.3% | 2.7% | 14.86% |
| 2017 | 1.3% | -49.5% | 8.1% | 50.00% |
| 2016 | 1.0% | -49.3% | 192.8% | 30.12% |
| 2015 | -1.7% | -12.2% | 0.2% | 14.85% |
Total Return Ranking - Trailing
| Period | ABNDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.3% | -9.1% | 954.0% | 9.18% |
| 1 Yr | 4.7% | -7.9% | 16.6% | 69.98% |
| 3 Yr | 4.1%* | 0.4% | 8.1% | 71.06% |
| 5 Yr | 3.5%* | 0.7% | 7.9% | 73.15% |
| 10 Yr | 3.2%* | 1.3% | 7.5% | 73.62% |
* Annualized
Total Return Ranking - Calendar
| Period | ABNDX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 4.1% | -1.7% | 13.9% | 81.95% |
| 2018 | -2.5% | -10.3% | 3.9% | 31.34% |
| 2017 | 1.3% | -6.0% | 8.4% | 61.05% |
| 2016 | 1.1% | -5.7% | 204.3% | 48.26% |
| 2015 | -1.7% | -12.2% | 3.7% | 34.31% |
NAV & Total Return History
ABNDX - Holdings
Concentration Analysis
| ABNDX | Category Low | Category High | ABNDX % Rank | |
|---|---|---|---|---|
| Net Assets | 66.2 B | 3.15 M | 293 B | 3.05% |
| Number of Holdings | 2857 | 1 | 18468 | 8.47% |
| Net Assets in Top 10 | 12.6 B | -1.17 B | 39.4 B | 2.33% |
| Weighting of Top 10 | 19.39% | 3.1% | 100.0% | 66.60% |
Top 10 Holdings
- Federal National Mortgage Association 2% 4.46%
- Federal National Mortgage Association 1.5% 3.87%
- Federal National Mortgage Association 2% 3.46%
- Federal National Mortgage Association 2% 2.86%
- Government National Mortgage Association 2.5% 2.60%
- Federal National Mortgage Association 1.5% 2.12%
- Federal National Mortgage Association 3.5% 1.95%
- Federal National Mortgage Association 2% 1.94%
- United States Treasury Notes 0.25% 1.76%
- United States Treasury Notes 2.75% 1.70%
Asset Allocation
| Weighting | Return Low | Return High | ABNDX % Rank | |
|---|---|---|---|---|
| Bonds | 93.09% | -56.20% | 351.52% | 62.33% |
| Cash | 5.26% | -238.91% | 164.87% | 43.85% |
| Convertible Bonds | 1.60% | 0.00% | 11.80% | 35.10% |
| Stocks | 0.03% | -0.16% | 10.12% | 13.21% |
| Preferred Stocks | 0.02% | 0.00% | 80.56% | 31.56% |
| Other | 0.00% | -14.22% | 7.23% | 45.90% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | ABNDX % Rank | |
|---|---|---|---|---|
| Utilities | 0.00% | 0.00% | 100.00% | 18.12% |
| Technology | 0.00% | 0.00% | 82.90% | 15.03% |
| Real Estate | 0.00% | 0.00% | 88.25% | 14.50% |
| Industrials | 0.00% | 0.00% | 33.93% | 18.93% |
| Healthcare | 0.00% | 0.00% | 60.00% | 6.71% |
| Financial Services | 0.00% | 0.00% | 100.00% | 25.64% |
| Energy | 0.00% | 0.00% | 100.00% | 35.70% |
| Communication Services | 0.00% | 0.00% | 100.00% | 18.66% |
| Consumer Defense | 0.00% | 0.00% | 24.55% | 13.29% |
| Consumer Cyclical | 0.00% | 0.00% | 100.00% | 19.87% |
| Basic Materials | 0.00% | 0.00% | 100.00% | 15.30% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | ABNDX % Rank | |
|---|---|---|---|---|
| US | 0.03% | -0.16% | 9.71% | 11.08% |
| Non US | 0.00% | 0.00% | 4.67% | 49.35% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | ABNDX % Rank | |
|---|---|---|---|---|
| Securitized | 29.55% | 0.00% | 98.42% | 53.82% |
| Corporate | 27.77% | 0.00% | 100.00% | 66.11% |
| Government | 21.96% | 0.00% | 89.39% | 43.30% |
| Cash & Equivalents | 19.02% | 0.00% | 91.85% | 7.64% |
| Municipal | 1.70% | 0.00% | 84.84% | 20.86% |
| Derivative | 0.00% | 0.00% | 23.62% | 63.50% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | ABNDX % Rank | |
|---|---|---|---|---|
| US | 82.68% | -56.44% | 336.16% | 60.61% |
| Non US | 10.41% | -144.79% | 79.88% | 45.72% |
ABNDX - Expenses
Operational Fees
| ABNDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.60% | 0.01% | 21.33% | 63.62% |
| Management Fee | 0.19% | 0.00% | 0.85% | 9.55% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 37.64% |
| Administrative Fee | 0.05% | 0.01% | 0.50% | 21.18% |
Sales Fees
| ABNDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | 3.75% | 1.50% | 5.75% | 61.81% |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
Trading Fees
| ABNDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| ABNDX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 286.00% | 3.00% | 489.00% | 86.73% |
ABNDX - Distributions
Dividend Yield Analysis
| ABNDX | Category Low | Category High | ABNDX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 3.91% | 50.88% |
Dividend Distribution Analysis
| ABNDX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
| ABNDX | Category Low | Category High | ABNDX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.35% | -0.35% | 11.28% | 69.84% |
Capital Gain Distribution Analysis
| ABNDX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Daily | Annually |
Dividend Payout History
| Date | Amount |
|---|---|
| Apr 01, 2019 | $0.027 |
| Mar 01, 2019 | $0.023 |
| Feb 01, 2019 | $0.025 |
| Jan 02, 2019 | $0.033 |
| Dec 03, 2018 | $0.031 |
| Nov 01, 2018 | $0.028 |
| Sep 04, 2018 | $0.025 |
| Aug 01, 2018 | $0.025 |
| Jul 02, 2018 | $0.023 |
| May 01, 2018 | $0.023 |
| Apr 02, 2018 | $0.025 |
| Mar 01, 2018 | $0.019 |
| Feb 01, 2018 | $0.021 |
| Nov 01, 2017 | $0.020 |
| Sep 01, 2017 | $0.019 |
| Aug 01, 2017 | $0.020 |
| Jun 01, 2017 | $0.018 |
| May 01, 2017 | $0.020 |
| Apr 03, 2017 | $0.023 |
| Mar 01, 2017 | $0.017 |
| Feb 01, 2017 | $0.018 |
| Jan 03, 2017 | $0.008 |
| Dec 01, 2016 | $0.019 |
| Nov 01, 2016 | $0.016 |
| Oct 03, 2016 | $0.013 |
| Sep 01, 2016 | $0.018 |
| Aug 01, 2016 | $0.020 |
| Jul 01, 2016 | $0.019 |
| Jun 01, 2016 | $0.014 |
| May 02, 2016 | $0.014 |
| Apr 01, 2016 | $0.018 |
| Mar 01, 2016 | $0.016 |
| Feb 01, 2016 | $0.023 |
| Jan 04, 2016 | $0.029 |
| Dec 01, 2015 | $0.022 |
| Nov 02, 2015 | $0.021 |
| Oct 01, 2015 | $0.021 |
| Sep 01, 2015 | $0.020 |
| Aug 03, 2015 | $0.021 |
| Jul 01, 2015 | $0.018 |
| Jun 01, 2015 | $0.024 |
| May 01, 2015 | $0.022 |
| Apr 01, 2015 | $0.019 |
| Mar 02, 2015 | $0.018 |
| Feb 02, 2015 | $0.018 |
| Jan 02, 2015 | $0.023 |
| Dec 01, 2014 | $0.021 |
| Nov 03, 2014 | $0.022 |
| Oct 01, 2014 | $0.020 |
| Sep 02, 2014 | $0.020 |
| Aug 01, 2014 | $0.022 |
| Jul 01, 2014 | $0.023 |
| Jun 02, 2014 | $0.023 |
| May 01, 2014 | $0.022 |
| Apr 01, 2014 | $0.025 |
| Mar 03, 2014 | $0.025 |
| Dec 30, 2013 | $0.032 |
| Nov 29, 2013 | $0.028 |
| Oct 29, 2013 | $0.027 |
| Sep 30, 2013 | $0.023 |
| Aug 29, 2013 | $0.026 |
| Jul 29, 2013 | $0.021 |
| Jul 01, 2013 | $0.026 |
| May 29, 2013 | $0.025 |
| Apr 29, 2013 | $0.020 |
| Apr 01, 2013 | $0.023 |
| Mar 01, 2013 | $0.024 |
| Jan 29, 2013 | $0.021 |
| Dec 28, 2012 | $0.027 |
| Nov 28, 2012 | $0.028 |
| Oct 29, 2012 | $0.025 |
| Sep 28, 2012 | $0.026 |
| Aug 28, 2012 | $0.028 |
| Jul 30, 2012 | $0.027 |
| Jun 29, 2012 | $0.030 |
| May 25, 2012 | $0.026 |
| Apr 30, 2012 | $0.029 |
| Mar 28, 2012 | $0.029 |
| Feb 28, 2012 | $0.030 |
| Jan 30, 2012 | $0.029 |
| Dec 27, 2011 | $0.030 |
| Nov 28, 2011 | $0.033 |
| Oct 26, 2011 | $0.035 |
| Sep 26, 2011 | $0.030 |
| Aug 26, 2011 | $0.033 |
| Jul 26, 2011 | $0.036 |
| Jun 27, 2011 | $0.034 |
| May 26, 2011 | $0.035 |
| Apr 26, 2011 | $0.035 |
| Mar 28, 2011 | $0.033 |
| Feb 28, 2011 | $0.033 |
| Jan 26, 2011 | $0.029 |
| Dec 27, 2010 | $0.043 |
| Nov 26, 2010 | $0.039 |
| Oct 26, 2010 | $0.039 |
| Sep 27, 2010 | $0.039 |
| Aug 26, 2010 | $0.039 |
| Jul 26, 2010 | $0.039 |
| Jun 28, 2010 | $0.039 |
| May 26, 2010 | $0.039 |
| Apr 26, 2010 | $0.039 |
| Mar 26, 2010 | $0.039 |
| Feb 26, 2010 | $0.039 |
| Jan 26, 2010 | $0.035 |
| Dec 28, 2009 | $0.042 |
| Nov 27, 2009 | $0.039 |
| Oct 26, 2009 | $0.039 |
| Sep 28, 2009 | $0.039 |
| Aug 26, 2009 | $0.039 |
| Jul 27, 2009 | $0.039 |
| Jun 26, 2009 | $0.043 |
| May 26, 2009 | $0.053 |
| Apr 27, 2009 | $0.053 |
| Mar 26, 2009 | $0.056 |
| Feb 26, 2009 | $0.056 |
| Jan 26, 2009 | $0.028 |
| Dec 26, 2008 | $0.084 |
| Nov 26, 2008 | $0.056 |
| Oct 27, 2008 | $0.056 |
| Sep 26, 2008 | $0.056 |
| Aug 26, 2008 | $0.056 |
| Jul 28, 2008 | $0.056 |
| Jun 26, 2008 | $0.056 |
| May 27, 2008 | $0.056 |
| Apr 28, 2008 | $0.056 |
| Mar 26, 2008 | $0.056 |
| Feb 26, 2008 | $0.056 |
| Jan 28, 2008 | $0.036 |
| Dec 26, 2007 | $0.050 |
| Nov 26, 2007 | $0.056 |
| Oct 26, 2007 | $0.056 |
| Sep 26, 2007 | $0.056 |
| Aug 27, 2007 | $0.056 |
| Jul 26, 2007 | $0.056 |
| Jun 26, 2007 | $0.053 |
| May 29, 2007 | $0.053 |
| Apr 26, 2007 | $0.053 |
| Mar 26, 2007 | $0.053 |
| Feb 26, 2007 | $0.053 |
| Jan 26, 2007 | $0.033 |
| Dec 26, 2006 | $0.025 |
| Nov 27, 2006 | $0.053 |
| Oct 26, 2006 | $0.053 |
| Sep 26, 2006 | $0.053 |
| Aug 28, 2006 | $0.053 |
| Jul 26, 2006 | $0.053 |
| Jun 26, 2006 | $0.053 |
| May 26, 2006 | $0.053 |
| Apr 26, 2006 | $0.053 |
| Mar 27, 2006 | $0.053 |
| Feb 27, 2006 | $0.053 |
| Jan 26, 2006 | $0.033 |
| Nov 28, 2005 | $0.053 |
| Oct 26, 2005 | $0.053 |
| Sep 26, 2005 | $0.053 |
| Aug 26, 2005 | $0.053 |
| Jul 26, 2005 | $0.053 |
| Jun 27, 2005 | $0.053 |
| May 26, 2005 | $0.053 |
| Apr 26, 2005 | $0.053 |
| Mar 28, 2005 | $0.053 |
| Feb 28, 2005 | $0.053 |
| Jan 26, 2005 | $0.043 |
| Dec 27, 2004 | $0.063 |
| Nov 26, 2004 | $0.053 |
| Oct 26, 2004 | $0.053 |
| Sep 27, 2004 | $0.053 |
| Aug 26, 2004 | $0.053 |
| Jul 26, 2004 | $0.057 |
| Jun 28, 2004 | $0.053 |
| May 26, 2004 | $0.053 |
| Apr 26, 2004 | $0.053 |
| Mar 26, 2004 | $0.053 |
| Feb 26, 2004 | $0.053 |
| Jan 26, 2004 | $0.038 |
| Dec 26, 2003 | $0.068 |
| Nov 26, 2003 | $0.053 |
| Oct 27, 2003 | $0.053 |
| Sep 26, 2003 | $0.053 |
| Aug 26, 2003 | $0.053 |
| Jul 25, 2003 | $0.053 |
| Jun 26, 2003 | $0.063 |
| May 27, 2003 | $0.063 |
| Apr 28, 2003 | $0.063 |
| Mar 26, 2003 | $0.063 |
| Feb 26, 2003 | $0.063 |
| Jan 27, 2003 | $0.063 |
| Dec 26, 2002 | $0.063 |
| Nov 26, 2002 | $0.070 |
| Oct 28, 2002 | $0.070 |
| Sep 26, 2002 | $0.070 |
| Aug 26, 2002 | $0.070 |
| Jul 26, 2002 | $0.070 |
| Jun 26, 2002 | $0.070 |
| May 28, 2002 | $0.070 |
| Apr 26, 2002 | $0.070 |
| Mar 26, 2002 | $0.070 |
| Feb 26, 2002 | $0.070 |
| Jan 28, 2002 | $0.070 |
| Dec 26, 2001 | $0.070 |
| Nov 26, 2001 | $0.078 |
| Oct 26, 2001 | $0.078 |
| Sep 26, 2001 | $0.078 |
| Aug 27, 2001 | $0.078 |
| Jul 26, 2001 | $0.078 |
| Jun 26, 2001 | $0.078 |
| May 29, 2001 | $0.078 |
| Apr 26, 2001 | $0.078 |
| Mar 26, 2001 | $0.078 |
| Feb 26, 2001 | $0.078 |
| Jan 26, 2001 | $0.050 |
| Dec 26, 2000 | $0.105 |
| Nov 27, 2000 | $0.078 |
| Oct 26, 2000 | $0.078 |
| Sep 26, 2000 | $0.078 |
| Aug 28, 2000 | $0.078 |
| Jul 26, 2000 | $0.078 |
| Jun 26, 2000 | $0.078 |
| May 26, 2000 | $0.078 |
| Apr 25, 2000 | $0.078 |
| Mar 27, 2000 | $0.078 |
| Feb 28, 2000 | $0.078 |
| Jan 26, 2000 | $0.078 |
| Dec 27, 1999 | $0.078 |
| Nov 26, 1999 | $0.078 |
| Oct 26, 1999 | $0.078 |
| Sep 27, 1999 | $0.078 |
| Aug 26, 1999 | $0.078 |
| Jul 26, 1999 | $0.078 |
| Jun 28, 1999 | $0.078 |
| May 26, 1999 | $0.078 |
| Apr 26, 1999 | $0.078 |
| Mar 26, 1999 | $0.078 |
| Feb 26, 1999 | $0.078 |
| Jan 26, 1999 | $0.078 |
| Nov 27, 1998 | $0.078 |
| Oct 26, 1998 | $0.078 |
| Sep 28, 1998 | $0.078 |
| Aug 26, 1998 | $0.078 |
| Jul 27, 1998 | $0.078 |
| Jun 26, 1998 | $0.083 |
| May 26, 1998 | $0.083 |
| Apr 27, 1998 | $0.083 |
| Feb 26, 1998 | $0.083 |
| Jan 26, 1998 | $0.073 |
| Dec 26, 1997 | $0.092 |
| Nov 26, 1997 | $0.083 |
| Oct 27, 1997 | $0.083 |
| Sep 26, 1997 | $0.083 |
| Aug 26, 1997 | $0.083 |
| Jul 28, 1997 | $0.083 |
| Jun 26, 1997 | $0.083 |
| May 27, 1997 | $0.083 |
| Apr 28, 1997 | $0.083 |
| Mar 26, 1997 | $0.083 |
| Feb 26, 1997 | $0.083 |
| Jan 27, 1997 | $0.060 |
| Dec 26, 1996 | $0.083 |
| Nov 26, 1996 | $0.083 |
| Oct 28, 1996 | $0.083 |
| Sep 26, 1996 | $0.083 |
| Aug 26, 1996 | $0.083 |
| Jul 26, 1996 | $0.083 |
| Jun 26, 1996 | $0.083 |
| May 28, 1996 | $0.083 |
| Apr 26, 1996 | $0.083 |
| Mar 26, 1996 | $0.083 |
| Feb 26, 1996 | $0.083 |
| Jan 26, 1996 | $0.063 |
| Dec 26, 1995 | $0.102 |
| Nov 27, 1995 | $0.083 |
| Oct 26, 1995 | $0.083 |
| Sep 26, 1995 | $0.083 |
| Aug 28, 1995 | $0.087 |
| Jul 26, 1995 | $0.087 |
| Jun 26, 1995 | $0.087 |
| May 26, 1995 | $0.087 |
| Apr 26, 1995 | $0.087 |
| Mar 27, 1995 | $0.087 |
| Feb 27, 1995 | $0.087 |
| Jan 26, 1995 | $0.087 |
| Dec 27, 1994 | $0.087 |
| Nov 28, 1994 | $0.087 |
| Oct 26, 1994 | $0.087 |
| Sep 26, 1994 | $0.087 |
| Aug 26, 1994 | $0.087 |
| Jul 26, 1994 | $0.087 |
| Jun 27, 1994 | $0.087 |
| May 26, 1994 | $0.087 |
| Apr 26, 1994 | $0.087 |
| Mar 28, 1994 | $0.087 |
| Feb 28, 1994 | $0.087 |
| Jan 26, 1994 | $0.087 |
| Oct 26, 1993 | $0.090 |
| Sep 27, 1993 | $0.090 |
| Aug 26, 1993 | $0.090 |
| Jul 26, 1993 | $0.092 |
| Jun 28, 1993 | $0.092 |
| May 26, 1993 | $0.092 |
| Apr 26, 1993 | $0.092 |
| Feb 26, 1993 | $0.092 |
| Jan 26, 1993 | $0.073 |
| Nov 27, 1992 | $0.092 |
| Oct 26, 1992 | $0.092 |
| Sep 28, 1992 | $0.092 |
| Aug 26, 1992 | $0.092 |
ABNDX - Fund Manager Analysis
Managers
David Hoag
Start Date
Tenure
Tenure Rank
Mar 01, 2009
11.68
11.7%
David A. Hoag is a fixed income portfolio manager at Capital Group. He also serves on the Fixed Income Management Committee and the Target Date Solutions Committee. He has 32 years of investment experience and has been with Capital Group for 28 years. Earlier in his career, as a fixed income investment analyst at Capital, he covered municipal bonds. Prior to joining Capital, David worked as a municipal bond analyst for Van Kampen Merritt Investment Advisory Corp. in Lisle, Illinois. He holds an MBA in finance from the University of Chicago Booth School of Business.
Robert Neithart
Start Date
Tenure
Tenure Rank
Mar 01, 2009
11.68
11.7%
Robert H. Neithart is a fixed-income portfolio manager and one of the portfolio managers of Capital Group Global Balanced Fund (Canada). He is chairman of Capital Strategy Research, Inc. and serves on the Fixed Income Management Committee. Rob's investment responsibilities are focused on global multi-currency fixed income, emerging market debt and global high income portfolios. Rob began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization.
Fergus MacDonald
Start Date
Tenure
Tenure Rank
Oct 01, 2015
5.09
5.1%
Fergus N. MacDonald is a fixed income portfolio manager at Capital Group. He also serves on the Fixed Income Management Committee. He has 25 years of investment experience and has been with Capital Group for 14 years. He holds a graduate degree in applied mathematics and theoretical physics from Cambridge University and a bachelor’s degree with first-class honors in mathematics from the Imperial College of Science Technology and Medicine. Fergus is based in Los Angeles.
Pramod Atluri
Start Date
Tenure
Tenure Rank
Jan 01, 2016
4.84
4.8%
Pramod Atluri is a fixed income portfolio manager at Capital Group. He has 21 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Pramod was a fixed income portfolio manager at Fidelity Investments where he also worked as a fixed income strategist and corporate bond analyst. Before that he was a management consultant at McKinsey & Company. He holds an MBA from Harvard Business School and a bachelor’s degree in biological chemistry from the University of Chicago where he also completed the requirements for bachelor’s degrees in economics and chemistry. He holds the Chartered Financial Analyst® designation. Pramod is based in Los Angeles.
David Betanzos
Start Date
Tenure
Tenure Rank
Jul 01, 2016
4.34
4.3%
David J. Betanzos, Senior Vice President and fixed income portfolio manager for Capital Research and Management Company. He has been wirth Capital Research and Management Company or affiliate since 2002.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 31.85 | 6.97 | 1.34 |