Skip to main content

Address And Details

333 S Hope St , Los Angeles, CA 90071
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

The Funds investment objective is 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 funds 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 bonds principal and interest payments to an inflation index so that principal and interest adjust to reflect changes in the index. For example, U.S. Treasury Inflation-Protected Securities (TIPS) are linked to the Consumer Price Index for Urban Consumers (CPURNSA). Other sovereign governments and corporations also issue inflation-linked securities that are tied to their own local consumer price index or the CPURNSA.The fund will invest at least 80% of its assets in securities guaranteed or sponsored by the U.S. government without regard to the quality rating assigned to the U.S. government by a Nationally Recognized Statistical Rating Organization (NRSRO). To the extent the fund invests in other debt securities, the fund will invest in debt securities with quality ratings of Baa3 or better or BBB- or better by NRSROs designated by the funds investment adviser or in debt securities that are unrated but determined to be of equivalent quality by the funds investment adviser. The fund may invest in debt securities with a wide range of maturities. 2 American Funds Inflation Linked Bond Fund / Prospectus The fund may also invest in certain derivative instruments, such as futures contracts and swaps. A derivative is a financial contract, the value of which is based on the value of an underlying financial asset (such as a stock, bond or currency), a reference rate or a market index. The fund may invest in a derivative only if, in the opinion of the investment adviser, the expected risks and rewards of the proposed investment are consistent with the investment objective and strategies of the fund as disclosed in this prospectus and in the funds statement of additional information.The investment adviser uses a system of multiple portfolio managers in managing the funds assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.The fund relies on the professional judgment of its investment adviser to make decisions about the funds portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively priced securities that, in its opinion, represent good, long-term investment opportunities. Securities may be sold when the investment adviser believes that they no longer represent relatively attractive investment opportunities.

Net Asset Value

as of 5:21 PM ET 12/07/2021

Performance

  • 1 Week
  • 0.00%
  • 1 Month
  • -0.63%
  • 3 Months
  • +0.27%
  • 1 Yr Return
  • +0.09%
  • 5 Yr Return
  • +15.71%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 98.88%
Cash 0.65%
Other 0.47%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 50.11 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 2.84 0.93 n/a
Beta 0.76 0.84 n/a
R Squared 0.57 0.65 n/a
Std Deviation 3.40 3.38 n/a
Sharpe Ratio 1.91 0.79 n/a

Purchase Information

as of 5:18 PM ET 12/06/2021
Minimum Initial $250
Minimum Additional $50
Minimum Initial IRA $25

Performance

Timeframe Average Annual Current Performance Monthly As Of 11/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 11/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +3.92%
  • +3.55%
+3.92% +3.55%
3 Year
  • +7.60%
  • +7.03%
+7.60% +7.03%
10 Year
  • n/a
  • n/a
n/a n/a
Life Of Fund
  • +3.18%
  • +3.08%
+3.18% +3.08%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

Recent Articles from TheStreet

22 grizzly bear sh

Stocks Beware, BofA Says: Real Earnings Yield at 74-Year Low

There only have been four historical instances of negative real earnings yield, all of which resulted in bear markets, BofA said.

Caleres Steps Up on Second-Quarter Earnings Beat

Should You React To Quarterly Results?

Be prepared to stick to your guns if the market gets it wrong on your stocks.

Bulls vs. Bears: Cramer's 'Mad Money' Recap (Friday 2/1/19)

Cramer's Mad Money Recap 12/8: Pfizer, Sweetgreen, Edwards Lifesciences

Jim Cramer reminds us the Dow has soared from 1,000 to 35,000 over the course of his career. That's quite a run, despite all the investor negativity.

Paradise Cruise Ship Lead

Can Jimmy Buffett Take On Royal Caribbean and Carnival?

The former Bahamas Paradise cruise line will be rebranded to the singer's Margaritaville brand.

crypto

Crypto Faces Biggest Test, Morgan Stanley Says

Bitcoin headwinds as the Federal Reserve signals it is planning several rate hikes in 2022.

VanEck Bitcoin Lead

Money Managers Think Cryptocurrencies Are Due For A Correction Next Year

Don’t look for bitcoin or other digital assets to calm down anytime soon.

Wall Street Lead

Apple, Google, Jefferies Delay Workers' Return to Office

Big employers like Google and Apple are delaying plans to bring workers back to the office, but some banks are bucking that trend.

Why Consumers Aren't Shopping for Christmas Sweaters

Here's Why Supply Chain Struggles Won't Lead to a Blue Christmas for Retailers

Even major retailers including Amazon, Walmart, and Target have struggled to keep certain items in stock.

Instagram

Instagram Chief Defends Practices Amid Capitol Hill Questioning

Adam Mosseri was in front of Congress Wednesday defending his company's efforts to reduce social media's harm on youth.

China's Credit Risks Are Down In Most Sectors, But Payment Delays Persist In Construction And Energy, Survey Finds

Earnings For Workers Rise As Labor Shortages Continue

With another 4.2 million people across the country quitting their jobs in October, 11 million job openings remained unfilled.