About RBFCX
The Bond Fund of America Class R-3 is an actively managed intermediate core bond mutual fund, primarily designed to offer a high level of current income while maintaining a focus on capital preservation. Managed by American Funds since 2002, it invests at least 80% of its assets in a diverse portfolio of U.S. and global bonds and debt securities, with a significant allocation to mortgage-backed obligations, corporate bonds, and U.S. Treasury securities. As of March 2025, approximately 35% of the fund's assets were in mortgage-backed obligations, 29% in corporate debt, and 24% in U.S. Treasury notes and bonds. The fund’s diversified structure supports exposure across government, securitized, and corporate credit sectors, aiming for resilience in varying interest rate environments. With a moderate effective duration of around 5.9 years and a focus on investment-grade debt, the fund suits investors seeking income stability from a range of high-quality fixed-income instruments. Its role in the financial market is to serve as a core bond holding for retirement and diversified portfolios, leveraging both broad sector coverage and seasoned active management to navigate changing economic conditions.
Fund Family Capital Group
Category Intermediate Core Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RBFCX
Share Class Class R-3
Index Bloomberg U.S. Aggregate Bond TR
RBFCX had a total return of 5.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.54%.
