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American Funds Capital Income Builder® Class A (CAIBX)

Net Asset Value
1 Day
Overall Morningstar Rating
World allocation
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks a level of current income and a growing stream of income over years; growth of capital is the secondary objective. The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities- including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks- the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.


1 month+0.61% 3 years+5.75%
3 months+2.10% 5 years+7.72%
1 year+12.91% Since inception+9.33%
Data through --

Peer Comparisonvs. World allocation

Performance 5-yr return+7.72%+5.63%
Expense ratio0.61%1.28%
Risk 5 year sharpe ratio0.960.78
Net assets$107.5B$3.0B
Average market cap$64.6B$37.1B
Average P/E19.016.0
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 25 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00


International stock37.14%
U.S. stock33.56%
Fixed income27.78%
Top 5 Sectors
Portfolio weighting
Consumer goods 19.41%
Telecommunication 15.73%
Financial service 14.85%
Utilities 10.80%
Energy 10.11%
Top 10 Holdings
Portfolio weighting
ABBV AbbVie2.66%
PM Philip Morris2.46%
VZ Verizon1.88%
-- 1.58%
-- 1.53%
LMT Lockheed Martin1.38%
-- 1.38%
AMGN Amgen1.33%
-- 1.27%
KO Coca-Cola1.26%