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    American Funds Capital World Bond B (WBFBX)

    19.89 Up 0.05(0.25%) Jan 30

    Profile as of Dec 30, 2014Get Profile for:
    American Funds Capital World Bond B
    Capital World Bond Fund Inc333 S HOPE ST - 55TH FL (MICG)LOS ANGELES DE 90071
    Map
    Phone: 800-421-4225
    Fund Overview 
    Category:World Bond
    Fund Family:American Funds
    Net Assets:13.18B
    Year-to-Date Return:0.84%
    Yield:0.70%
    Morningstar Rating:2 stars
    Fund Inception Date:Mar 15, 2000
    Morningstar Style Box 
    World Bond
    [View Category Definition]
    View Top World Bond Funds
    About the Morningstar Style Box
    Management Information 
    Mark A. Brett
    Lead Manager since Jan 26, 2015
    Mark is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst, he covers currency research. He has 34 years of investment experience and has been with Capital Group for 19 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:N/A
    WBFBX can be purchased from 49 brokerages.

    Fund Summary 
    The investment seeks to provide a high level of total return. Under normal market circumstances, the fund will invest at least 80% of its assets in bonds and other debt securities. The fund invests primarily in debt securities, including asset-backed and mortgage-backed securities, governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars. The fund may invest substantially in securities of issuers domiciled outside the United States, including issuers domiciled in developing countries. Normally its debt obligations will consist substantially of investment-grade bonds. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 27, 2015) : 205.00%
    Average for Category:84.78%
    Fees & Expenses 
    ExpenseWBFBXCategory Avg
    Annual Report Expense Ratio (net):1.66%1.06%
    Prospectus Net Expense Ratio:1.66%N/A
    Prospectus Gross Expense Ratio:1.66%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A4.32%
    Max Deferred Sales Load: 5.00%2.00%
    3 Yr Expense Projection*:923517
    5 Yr Expense Projection*:1,102831
    10 Yr Expense Projection*:1,7631,701
    * Per $10,000 invested