AFPHX Mutual Fund
AFPHX Mutual Fund
AFPHX Mutual Fund
American Funds Core Plus Bond Fund Class 529-F-3
AFPHX Mutual Fund Overview
AFPHX Mutual Fund (American Funds Core Plus Bond Fund Class 529-F-3) is managed by American Funds. AFPHX expense ratio is 0.39%, holding 742 positions across sectors including Financials, Health Care, Communication Services. Inception date: 2025-09-25.
AFPHX performance shows a YTD return of -1.12%. The 1-year return is -0.58%. AFPHX dividend yield stands at 4.61%, paid monthly.
AFPHX top holdings include Capital Group Central Cash Fund (12.6%), Us Treasury N/B 08/30 3.625 (3.0%), United States Treasury Note 2029-02-28 (2.3%), Fannie Mae Pool 5 2055-04-01 (2.1%), Fannie Mae Or Freddie Mac 2050-10-01 (1.7%). Go to all AFPHX holdings, AFPHX sectors, or AFPHX dividends.
AFPHX can be compared against other funds. Use AFPHX overlap to find shared positions, or AFPHX vs another fund for a side-by-side view. AFPHX alternatives are available via the screener, along with tax-loss harvesting opportunities.