RILEX - American Funds Inflation Linked Bond Fund Class R-5

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Funds Inflation Linked Bond Fund Class R-5

6455 Irvine Center Drive

Management Information
David Hoag,Lead Manager since December 13, 2012
David A. Hoag is a fixed income portfolio manager at Capital Group. He has 30 years of investment experience and has been with Capital Group for 26 years. Prior to joining Capital, David worked as a municipal bond analyst for Van Kampen Merritt Investment Advisory Corp. in Lisle, Illinois. He holds an MBA in finance from the University of Chicago Booth School of Business and a bachelor’s degree in economics and business from Wheaton College, Illinois. David is based in Los Angeles.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryInflation-Protected Bond
Fund FamilyAmerican Funds
Net Assets5.94B
YTD Return5.87%
Morningstar Rating★★★
Inception DateJan 22, 2015

Fund Operations

Last Dividend0.24
Last Cap Gain0.00
Holdings Turnover57.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRILEXCategory Average
Annual Report Expense Ratio (net)0.41%0.79%
Prospectus Net Expense Ratio0.41%N/A
Prospectus Gross Expense Ratio0.41%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.46%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection132N/A
5 Yr Expense Projection230N/A
10 Yr Expense Projection518N/A