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Fixed Income

A distinctive approach, refined over decades.

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Overview

Returns

17 Results

Strategy name
Description
Vehicles†
Fixed Income / Core Plus
Core Plus Total Return
A core plus strategy focused on total return.
  • CIT
  • Mutual Fund
Core Plus Total Return
Inception Date 07/31/2013
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.61
3.87
3.87
6.08
-1.14
0.56
3.10
2.81
—
—
3.45
Net of fees
0.58
3.80
3.80
5.78
-1.42
0.28
2.81
2.52
—
—
3.17
Bloomberg U.S. Aggregate Index
tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.04
2.78
2.78
4.88
0.52
-0.40
1.58
1.46
2.44
3.18
—
Fixed Income / Emerging Markets Debt
Emerging Markets Debt (Blend)
Seeks current income through fixed income and hybrid securities of developing-country issuers.
  • CIT
  • Mutual Fund
Emerging Markets Debt (Blend)
Inception Date 02/28/2006
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.61
3.78
3.78
4.60
5.27
5.20
2.50
3.53
3.75
—
5.31
Net of fees
0.57
3.67
3.67
4.12
4.79
4.72
2.03
3.05
3.27
—
4.83
J.P. Morgan Index Blend - 50% JPM EMBI Global Diversified & 50% JPM GBI-EM Global Diversified
tooltip: The J.P. Morgan Index Blend - 50% J.P. Morgan EMBI Global Diversified & 50% J.P. Morgan GBI-EM Global Diversified tracks the universe of regularly traded liquid fixed-rate local and external sovereign debt issued by emerging markets. 50% of the index covers USD-denominated emerging markets sovereign bonds and the remaining 50% has exposure to local government bonds issued by EM countries except India and China, which have capital controls. The J.P. Morgan Emerging Markets Bond Index (EMBI) Global Diversified is a uniquely weighted emerging markets debt benchmark that tracks total returns for U.S. dollar-denominated bonds issued by emerging markets sovereign and quasi-sovereign entities. J.P. Morgan Government Bond Index - Emerging Markets Global Diversified covers the universe of regularly traded, liquid fixed-rate, domestic currency emerging markets government bonds to which international investors can gain exposure. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.39
3.28
3.28
5.41
3.09
2.92
0.83
2.26
—
—
—
Fixed Income / Emerging Markets Debt
Emerging Markets Debt (Local Currency)
Seeks high long-term total return by investing in developing market securities - mostly denominated in local currency.
  • Separate Account Only
Emerging Markets Debt (Local Currency)
Inception Date 08/31/2010
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.34
4.74
4.74
3.25
4.96
4.80
1.60
2.95
—
—
2.41
Net of fees
1.31
4.65
4.65
2.86
4.57
4.41
1.22
2.56
—
—
2.03
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
tooltip: JP Morgan Government Bond Index - Emerging Markets Global Diversified covers the universe of regularly traded, liquid fixed-rate, domestic currency emerging market government bonds to which international investors can gain exposure. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of account fees, expenses or U.S. federal income taxes.
1.55
4.31
4.31
4.03
2.71
2.30
-0.47
1.27
1.09
3.73
—
Fixed Income / Global Debt
Global Core Fixed Income
Seeks high total return by investing worldwide in government and corporate investment grade securities.
  • Separate Account Only
Global Core Fixed Income
Inception Date 12/31/2001
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.60
3.07
3.07
3.42
-0.93
-0.70
-0.02
0.86
1.40
2.12
3.48
Net of fees
0.57
3.01
3.01
3.16
-1.18
-0.95
-0.27
0.61
1.15
1.87
3.23
Bloomberg Global Aggregate Index
tooltip: Bloomberg Global Aggregate Index represents the global investment-grade fixed income markets. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.62
2.64
2.64
3.05
-1.63
-1.38
-0.46
0.61
1.17
2.10
—
Fixed Income / Global Debt
Global Fixed Income
Invests across a broad universe of marketable securities, throughout the worldwide investment-grade universe.
  • CIT
  • Mutual Fund
Global Fixed Income
Inception Date 08/31/1987
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.71
3.21
3.21
2.90
-0.84
-0.46
0.09
1.10
1.92
2.96
5.80
Net of fees
0.67
3.11
3.11
2.46
-1.27
-0.89
-0.34
0.67
1.49
2.52
5.35
Bloomberg Global Aggregate Index
tooltip: Bloomberg Global Aggregate Index represents the global investment-grade fixed income markets. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.62
2.64
2.64
3.05
-1.63
-1.38
-0.46
0.61
1.17
2.10
—
Fixed Income / Global Debt
Global High-Income Opportunities
A high-yield strategy focusing on developed-nation sovereigns and corporate bonds.
  • Separate Account Only
Global High-Income Opportunities
Inception Date 05/31/1998
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.22
2.39
2.39
6.62
4.73
6.48
4.13
4.85
5.40
7.00
7.70
Net of fees
-0.25
2.30
2.30
6.22
4.34
6.09
3.74
4.46
5.00
6.60
7.30
50%/20%/20%/10% Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index/J.P. Morgan EMBI Global/J.P. Morgan GBI-EM Global Diversified/J.P. Morgan CEMBI Broad Diversified
tooltip: 50%|20%|20%|10% Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index|J.P. Morgan EMBI Global|J.P. Morgan GBI-EM Global Diversified|J.P. Morgan CEMBI Broad Diversified blends the respective indices by weighting their cumulative total returns according to the weights described. This assumes the blend is rebalanced monthly.
-0.30
2.07
2.07
6.79
4.23
5.30
3.20
3.84
4.70
5.76
—
Fixed Income / Credit
Long Duration Credit
Seeks to maximize risk adjusted returns over the long term, while reducing bespoke asset/liability volatility.
  • CIT
Long Duration Credit
Inception Date 01/31/2010
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.17
2.80
2.80
2.63
-2.10
-0.24
2.35
2.84
5.70
—
5.66
Net of fees
-1.19
2.75
2.75
2.42
-2.31
-0.45
2.13
2.62
5.48
—
5.44
Bloomberg U.S. Long Credit Index
tooltip: Bloomberg U.S. Long Credit Index is a market-value weighted index that tracks the total return results of publicly issued U.S. corporate and specified foreign debentures and secured notes that meet the specified maturity, liquidity, and quality requirements, with maturities of ten years or more. To qualify, bonds must be SEC-registered and must be an investment grade security. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
-1.38
2.47
2.47
2.09
-2.19
-0.50
1.53
2.05
4.61
4.73
—
Fixed Income / Credit
Multi-Sector Fixed Income
An income-oriented strategy.
  • CIT
  • Mutual Fund
Multi-Sector Fixed Income
Inception Date 03/31/2019
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.59
1.68
1.68
7.25
4.31
5.84
—
—
—
—
5.01
Net of fees
-0.62
1.59
1.59
6.90
3.96
5.49
—
—
—
—
4.66
Bloomberg U.S. Aggregate Index
tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.04
2.78
2.78
4.88
0.52
-0.40
1.58
1.46
2.44
3.18
—
Fixed Income / Core
U.S. Core Fixed Income
A high-quality core bond strategy with broad diversification.
  • CIT
  • Mutual Fund
U.S. Core Fixed Income
Inception Date 12/31/1972
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.11
2.92
2.92
5.47
0.60
0.74
2.46
2.22
3.11
3.39
6.82
Net of fees
0.10
2.87
2.87
5.29
0.42
0.56
2.27
2.03
2.92
3.20
6.62
Bloomberg U.S. Aggregate Index
tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.04
2.78
2.78
4.88
0.52
-0.40
1.58
1.46
2.44
3.18
—
Fixed Income / Credit
U.S. Credit
A research-driven approach to investment grade credit.
  • Mutual Fund
U.S. Credit
Inception Date 07/31/2004
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.18
2.39
2.39
5.11
1.07
1.44
3.10
3.03
4.56
4.50
4.51
Net of fees
-0.20
2.33
2.33
4.85
0.82
1.18
2.84
2.77
4.30
4.24
4.25
Bloomberg U.S. Credit Index
tooltip: Bloomberg U.S. Credit Index is a market-value weighted index that tracks the total return results of publicly issued U.S. corporate and specified foreign debentures and secured notes that meet the specified maturity, liquidity, and quality requirements. To qualify, bonds must be SEC-registered and must be an investment grade security. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
-0.24
2.36
2.36
4.87
1.13
1.35
2.38
2.31
3.60
4.04
—
Fixed Income / U.S. Government
U.S. Government
A quality foundation.
  • CIT
  • Mutual Fund
U.S. Government
Inception Date 10/31/1985
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.41
3.42
3.42
5.84
0.20
-0.24
2.09
1.77
2.53
3.25
5.54
Net of fees
0.39
3.36
3.36
5.61
-0.02
-0.46
1.87
1.54
2.30
3.02
5.31
Bloomberg U.S. Government/Mortgage-Backed Securities Index
tooltip: Bloomberg U.S. Government|Mortgage-Backed Securities Index is a market-value-weighted index that covers fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and the mortgage-backed pass-through securities of Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation and the Government National Mortgage Association. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.14
2.96
2.96
4.84
0.21
-1.24
1.16
1.04
1.92
2.84
—
Fixed Income / Credit
U.S. High Yield
A well-researched approach to high-yield investing.
  • CIT
  • Mutual Fund
U.S. High Yield
Inception Date 02/29/1984
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.84
1.26
1.26
8.92
5.99
9.11
6.03
5.58
6.30
6.44
8.93
Net of fees
-0.86
1.19
1.19
8.59
5.67
8.79
5.71
5.26
5.98
6.12
8.60
Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index
tooltip: Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index covers the universe of fixed-rate, non-investment-grade debt. The index limits the maximum exposure of any one issuer to 2%. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.02
1.00
1.00
7.69
4.98
7.28
4.93
5.01
6.18
6.58
—
Fixed Income / Inflation Linked
U.S. Inflation Linked
Inflation protection and income.
  • CIT
  • Mutual Fund
U.S. Inflation Linked
Inception Date 12/31/2012
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.91
4.46
4.46
7.29
-0.27
2.29
3.37
2.87
—
—
2.27
Net of fees
0.89
4.39
4.39
7.02
-0.52
2.03
3.11
2.61
—
—
2.02
Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index
tooltip: Bloomberg U.S. Treasury Inflation Protected Securities (TIPS) Index consists of investment-grade, fixed-rate, publicly placed, dollar-denominated and non-convertible inflation-protected securities issued by the U.S. Treasury that have at least one year remaining to maturity, and have at least $250 million par amount outstanding. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.64
4.17
4.17
6.17
0.06
2.36
3.04
2.51
3.10
3.53
—
Fixed Income / Core
U.S. Intermediate-Term Fixed Income
Balancing income and preservation.
  • CIT
  • Mutual Fund
U.S. Intermediate-Term Fixed Income
Inception Date 02/29/1988
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.47
2.69
2.69
6.44
2.42
1.58
2.67
2.16
2.43
2.85
4.80
Net of fees
0.45
2.64
2.64
6.22
2.21
1.37
2.46
1.95
2.21
2.63
4.58
U.S. Intermediate-Term Fixed Income Custom Benchmark
tooltip: Bloomberg U.S. Government|Credit 1-7 Years ex BBB Index is a market-value weighted index that tracks the total return results of fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity and quality requirements, with maturities of one to seven years, excluding BBB-rated securities. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
0.37
2.44
2.44
5.67
2.10
0.68
1.88
1.52
1.87
2.63
—
Fixed Income / Money Market
U.S. Money Market
Seeks to earn income on cash reserves and preserve capital.
  • Mutual Fund
U.S. Money Market
Inception Date 11/30/1976
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.35
1.07
1.07
5.10
4.41
2.68
2.51
1.91
1.31
1.76
4.84
Net of fees
0.33
1.00
1.00
4.82
4.13
2.40
2.24
1.63
1.04
1.49
4.55
USTREAS T-Bill Auction Ave 3 Mon
tooltip: USTREAS T-Bill Auction Ave 3 Mon is an index that measures the performance of the average investment rate of U.S. Treasury bills (T-Bills) with a three-month maturity. Three-month T-Bills are short-term securities issued by the U.S. government that are generally considered to be risk-free. In calculating index results, Morningstar, the index provider, determines the arithmetic mean of the investment rates on all three-month T-Bills issued during a given month as reported by the U.S. Treasury's Bureau of the Public Debt. The investment rate is then converted into a price and a monthly return, assuming that the T-Bill is held to maturity.
0.36
1.09
1.09
4.99
4.61
2.79
2.57
1.97
1.33
1.70
—
Fixed Income / Mortgage
U.S. Mortgage
Quality, income and diversification.
  • CIT
  • Mutual Fund
U.S. Mortgage
Inception Date 11/30/2010
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.29
3.46
3.46
5.82
0.95
0.28
1.95
1.85
—
—
2.34
Net of fees
0.27
3.41
3.41
5.59
0.72
0.06
1.72
1.62
—
—
2.12
Bloomberg U.S. Mortgage Backed Securities Index
tooltip: Bloomberg U.S. Mortgage Backed Securities Index is a market-value-weighted index that covers the mortgage-backed pass-through securities of Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC). This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.02
3.06
3.06
5.39
0.55
-0.69
1.10
1.11
1.94
2.97
—
Fixed Income / Core
U.S. Short-Term Fixed Income
Quality, preservation and income.
  • Mutual Fund
U.S. Short-Term Fixed Income
Inception Date 10/31/2006
Strategy name
Cumulative
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.40
1.79
1.79
6.16
3.35
1.98
2.52
2.08
1.85
—
2.22
Net of fees
0.38
1.73
1.73
5.89
3.09
1.73
2.27
1.83
1.60
—
1.97
Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index
tooltip: Bloomberg U.S. Government|Credit 1-3 Years ex BBB Index is a market-value weighted index that tracks the total return results of fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity and quality requirements, with maturities of one to three years, excluding BBB-rated securities. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.47
1.63
1.63
5.53
2.98
1.36
2.10
1.63
1.50
2.23
—
† Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement, which can be obtained from Capital Group or participants' plan provider or employer.
Investments in mortgage-related securities involve additional risks, such as prepayment risk.
The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.
Interests in Capital Group's U.S. Government Securities portfolios are not guaranteed by the U.S. government.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.