Core Bond Fund

VALIC Co I · 1 share class

Actively managed U.S. bond fund
One fund, 1 share class:VCBDX
$2.61B NAV
1,833 positions · as of 2026-05-31 · filed 2026-07-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Core Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2025 Q3

The Fund seeks the highest possible total return consistent with conservation of capital through investments in medium- to high-quality fixed-income securities.

Strategy · summarised

The fund is managed by subadvisers who employ different approaches: one relies on short-term factors including company information and market conditions, while the other takes a long-term value-oriented approach, analyzing individual securities for risk and reward across interest rate, credit, duration, and liquidity dimensions. The fund invests at least 80% of assets in medium- to high-quality fixed-income securities, including U.S. Treasuries, corporate debt, and mortgage-backed securities, with discretion to concentrate significantly in mortgage-related securities; up to 20% may be in below-investment-grade securities and up to 40% in foreign-issued dollar-denominated debt. Because the fund's returns depend on the subadvisers' security selection and market timing decisions, performance will diverge from any benchmark based on those choices.

Expenses
0.48%one share class
Share classGrossNet
VCBDX0.51%0.48%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 44.00% · as of 2025 Q3

Allocation

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

99.65%
of net assets
Bonds54.16%
Securitized41.81%
Cash & short-term2.57%
Stocks1.10%
Derivatives0.02%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Securitized41.9%
Government23.9%
Other7.8%
International7.1%
12 smaller19.3%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 220 new187 exited

Largest new: United States Treasury ×3, Fanniemae-Aces ×2, Freddie Mac ×2, Research-Driven Pagaya Motor Asset Trust I

Largest exited: United States Treasury ×2, AVOLON HOLDINGS FNDG LTD, Fannie Mae ×3, Mercury Financial Credit Card Master Trust, Freddie Mac

Return profile

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

1-year
+4.61%
3-year
35 of 36 months
5-year
59 of 60 months
Volatility
3.74%
Worst 3-yr fall
Month by month· Jun 2023 – Apr 2026

One month is blank because the fund did not report it — not because it was flat. A cumulative figure is not shown for this class: compounding across an unreported month would treat it as flat and invent a return.

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
4.10%
Avg maturity
14.57 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.

4%
floating
Fixed rate92.8%
Floating rate4.1%
Zero-coupon or unclassified3.0%
Maturity ladder

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

<1y10y+
<1y0.9%
1-3y7.1%
3-5y11.8%
5-10y28.0%
10y+52.2%
Flagged holdings
Defaulted: 0.02% · $0.50M · 1 positions
In arrears: 0.02% · $0.50M · 1 positions
Paid in kind: 0.05% · $1.37M · 2 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

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

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying about half as much.

Interest-rate duration
6.07 yr
approx. move per 100bp
Credit-spread duration
2.22 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -8.5%
of value
Interest rates73%
Credit spreads27%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

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

+2.22
yrs total
Investment grade+2.02 yr
High yield+0.20 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.07 yr total
3 mo30 yr
3 mo0.00 yr0%
1 yr0.60 yr10%
5 yr1.66 yr27%
10 yr2.54 yr42%
30 yr1.26 yr21%
Credit spread2.22 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.26 yr12%
5 yr0.68 yr31%
10 yr0.85 yr38%
30 yr0.42 yr19%

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+0.00+0.01+0.00$2.5k$406
1 yr+0.60+0.21+0.05$55.0k$12.4k
5 yr+1.66+0.59+0.10$153.0k$25.1k
10 yr+2.54+0.81+0.04$212.5k$9.7k
30 yr+1.26+0.40+0.01$104.6k$3.9k

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

Holdings

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

Issuer%NAVValue
State Street Global AdvisorsGVMXX3.38%$88.35M
United States Treasury3.63% · due 2030-08-311.49%$38.84M
United States Treasury2.88% · due 2029-04-301.30%$33.88M
United States Treasury4.50% · due 2033-11-151.12%$29.18M
Fannie Mae3.00% · due 2052-02-011.02%$26.66M
United States Treasury4.13% · due 2029-03-311.00%$26.05M
United States Treasury4.13% · due 2031-07-310.97%$25.45M
United States Treasury0.00% · due 2031-11-150.93%$24.28M
United States Treasury4.00% · due 2034-02-150.80%$21.00M
United States Treasury4.00% · due 2031-01-310.78%$20.31M
Showing 10 of 1,833Sign in to see more

Top 10 positions are 12.79% of net assets, top 25 22.03%, across 808 issuers.

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