American Funds Inflation Linked Bond Fund

American Funds Inflation Linked Bond Fund · Series S000039115 · 21 share classes

Bond fund · 98% debt· rate + credit risk filed
One fund, 21 share classes:BFIAXCNLFXRILAXRILBXRILCXRILDXRILEXRILFXBFICXBFIFXBFIGXCNLAXCNLCXCNLEXRILGXRILHXFILBXTLIBXTILBXFIBLXFLIBX
$13.19B NAV
298 positions · as of 2026-05-31 · filed 2026-07-29
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q1

The funds investment objective is to provide inflation protection and income consistent with investment in inflation-linked securities.

Strategy · summarised

The fund invests at least 80% of its assets in inflation-linked securities issued by U.S. and non-U.S. governments and corporations, with principal and interest payments adjusted for changes in inflation indices such as the Consumer Price Index. At least 80% of assets are in securities guaranteed or sponsored by the U.S. government. The fund may use derivatives including forwards, futures, and swaps to manage its portfolio. A team of multiple portfolio managers oversees segments of the fund's assets, making individual security selections based on their assessment of long-term value.

Expenses
0.29% 1.44%across 21 share classes
Share classExpense ratio
BFIAX0.66%
CNLFX0.72%
RILAX1.40%
RILBX1.36%
RILCX0.94%
RILDX0.64%
RILEX0.34%
RILFX0.29%
BFICX1.40%
BFIFX0.67%
BFIGX0.40%
CNLAX0.67%
CNLCX1.44%
CNLEX0.89%
RILGX1.09%
RILHX0.44%
FILBX0.29%
TLIBX0.69%
TILBX0.64%
FIBLX0.39%
FLIBX0.34%

Portfolio turnover 12.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.84%
of net assets
Bonds95.28%
Securitized2.26%
Derivatives2.17%
Cash & short-term2.14%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 42 new42 exited

Largest new: CME CHICAGO MERCANTILE EXCHANGE ×3, RISKLESS ISSUER ×2, META PLATFORMS INC, CDX HIGH GRADE ISSUER, MRE 2026-1A

Largest exited: UNITED STATES TREASURY, PACIFIC GAS AND ELECTRIC CO, MEXICO (UNITED MEXICAN STATES) (GOVERNMENT), EUREX CLEARING AG, GMREV 2024-2, SOUTHERN CALIFORNIA EDISON CO, CME CHICAGO MERCANTILE EXCHANGE, RISKLESS ISSUER

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+2.87%+8.41%+2.35%3.18%-5.70%
+2.97%+9.02%+3.28%3.28%-5.57%
+2.08%+6.09%-1.31%3.25%-6.10%
+2.08%+6.19%-1.06%3.20%-6.02%
+2.51%+7.42%+0.91%3.21%-5.86%
+2.82%+8.44%+2.52%3.19%-5.70%
+3.19%+9.40%+4.03%3.14%-5.56%
+3.26%+9.61%+4.35%3.15%-5.55%
+2.03%+6.04%-1.27%3.16%-6.09%
+2.73%+8.28%+2.27%3.10%-5.79%
+3.04%+9.15%+3.69%3.24%-5.66%
+2.76%+8.26%+2.36%3.30%-5.80%
+2.04%+5.86%-1.51%3.17%-6.14%
+2.58%+7.74%+1.23%3.29%-5.74%
+2.34%+6.97%+0.19%3.18%-5.93%
+3.02%+9.15%+3.52%3.21%-5.59%
+3.16%+9.64%+4.26%3.20%-5.47%
+3.12%+9.07%+3.53%3.17%-5.69%
+3.06%+9.28%+3.84%3.18%-5.58%
+3.17%+9.34%+3.76%3.18%-5.59%
+3.13%+9.41%+3.97%3.21%-5.59%

These classes hold the same portfolio, so the 5.86pp spread over 5 years is the cost difference between them — roughly 1.17pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
1.26%
Avg maturity
8.84 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

1%
floating
Fixed rate98.8%
Floating rate1.2%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y14.3%
1-3y15.2%
3-5y23.3%
5-10y22.7%
10y+24.6%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

This fund carries a net credit hedge: it would gain roughly 0.5% if credit spreads widened 100bp, where a comparable bond fund would lose.

Interest-rate duration
7.69 yr
approx. move per 100bp
Credit-spread duration
-0.39 yr
gains value when spreads widen
Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

-0.39
yrs total
Investment grade+0.51 yr
High yield-0.90 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. This filer signs its rate and credit disclosures differently; the direction shown follows its interest-rate filing, and a negative reading is the least-supported figure here.

Interest rate7.69 yr total
3 mo30 yr
3 mo0.12 yr2%
1 yr1.51 yr20%
5 yr2.06 yr27%
10 yr1.74 yr23%
30 yr2.26 yr29%
Credit spread-0.39 yr total
3 mo30 yr
3 mo0.00 yr1%
1 yr0.03 yr8%
10 yr0.19 yr46%
30 yr0.18 yr46%

5 yr is NEGATIVE (-0.79 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.12+0.00-0.00$2.8k-$86
1 yr+1.51+0.03-0.00$43.5k-$1.8k
5 yr+2.06+0.09-0.89$124.2k-$1.17m
10 yr+1.74+0.19-0.01$256.6k-$12.2k
30 yr+2.26+0.18+0.00$243.5k$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 7.69 yr.

USD+7.87 yr
EUR-0.45 yr
JPY+0.18 yr
CAD+0.07 yr
GBP+0.01 yr
NOK+0.00 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
UNITED STATES TREASURY0.13% · due 2031-01-157.55%$996.39M
UNITED STATES TREASURY0.13% · due 2030-07-155.59%$737.37M
UNITED STATES TREASURY1.75% · due 2034-01-155.19%$684.62M
UNITED STATES TREASURY0.50% · due 2028-01-154.80%$633.43M
UNITED STATES TREASURY0.13% · due 2030-01-154.57%$602.34M
UNITED STATES TREASURY1.88% · due 2035-07-154.01%$529.40M
UNITED STATES TREASURY0.13% · due 2027-04-153.85%$507.55M
UNITED STATES TREASURY1.63% · due 2027-10-153.84%$506.32M
UNITED STATES TREASURY2.13% · due 2054-02-153.10%$408.57M
UNITED STATES TREASURY0.38% · due 2027-01-153.10%$408.34M
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Top 10 positions are 45.59% of net assets, top 25 76.95%, across 87 issuers.

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