About RBOHX
American Funds Intermediate Bond Fund of America® Class R-5E is a mutual fund focused on providing current income, balancing maturity and high-quality fixed-income securities. The fund primarily invests in a diversified mix of U.S. bonds, with significant allocations to mortgage-backed obligations, U.S. Treasury bonds and notes, corporate bonds, and asset-backed securities. As of June 30, 2025, approximately 89% of assets are in U.S. bonds, with smaller exposures to non-U.S. government and agency securities. Key features of the fund include monthly dividend distributions, a relatively short effective duration of about 4.2 years, and portfolio turnover that reflects active management. The fund is structured for retirement plan investors, features low minimum investment requirements, and has a competitive expense ratio, supporting efficient cost management for participants. Through its diversified fixed-income holdings and the expertise of American Funds’ management team, the fund plays a vital role for investors seeking income and principal preservation within the intermediate-term bond sector.
Fund Family Capital Group
Category Short-Term Bond
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol RBOHX
Share Class Class R-5e
Index Bloomberg US Govt/Credit 1-7 Y Ex BBB TR
RBOHX had a total return of -0.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.76%.
