About WFBFX
American Funds Capital World Bond Fund F3 is a global fixed-income mutual fund designed to provide investors with a high level of total return through a diversified portfolio of bonds. The fund primarily invests in sovereign and corporate debt securities across more than 60 developed and emerging markets, offering broad geographic exposure. Its holdings include a mix of non-U.S. government and agency securities, corporate bonds, mortgage-backed securities, U.S. Treasury bonds, and asset-backed obligations, with over 50% of the portfolio allocated to foreign issues, reflecting its global mandate.
This fund employs a multimanager approach, with different segments of the portfolio managed by individual managers, each contributing their expertise to the overall strategy. The fund may also use derivatives such as forward currency contracts, futures, and swaps to enhance portfolio flexibility and manage risk. It is structured to appeal to institutional and high-net-worth investors, with an emphasis on credit quality and interest rate sensitivity rated as medium to moderate. With a competitive expense ratio and a track record of prudent investment management, the fund plays a significant role for investors seeking diversified exposure to global bond markets while maintaining a focus on risk management and long-term value.
Fund Family Capital Group
Category World Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WFBFX
Share Class Class F-3
Index Bloomberg Global Aggregate Bond TR
WFBFX had a total return of -2.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.77%.
