American Funds Inflation Linked Bd 529A (CNLAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
American Funds Inflation Linked Bd 529A
6455 Irvine Center Drive
(949) 975-5000
Management information
,Lead manager since 31 January 2021
Timothy Ng is a fixed income portfolio manager at Capital Group. As a fixed income investment analyst, he covers U.S. Treasuries, TIPS, and interest rate swaps. He has 17 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, Tim was an analyst for a global macro hedge fund at WCG Management L.P., a director in U.S. dollar rates trading at UBS Investment Bank and an assistant vice president in fixed income trading at Barclays Capital. He holds a bachelor’s degree with honors in computer science from the University of Waterloo, Ontario. Tim is based in Los Angeles.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryInflation-Protected Bond
Fund familyAmerican Funds
Net assets13.05B
YTD return-1.97%
Yield0.82%
Morningstar rating★★
Inception date29 Oct 2020
Fund operations
Last dividend0.07
Last cap gain-15.00
Holdings turnover8.00%
Average for categoryN/A
Fees and expenses
ExpenseCNLAXCategory average
Annual report expense ratio (net)0.69%0.63%
Prospectus net expense ratio0.69%N/A
Prospectus gross expense ratio0.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.45%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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