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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 invests 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 primarily invests in a broad range of income-producing securities, including common stocks and bonds. The fund may also invest significantly in common stocks, bonds and other securities of issuers domiciled outside the United States.


1 month+2.78% 3 years+5.91%
3 months-3.38% 5 years+6.97%
1 year-0.77% Since inception+9.35%
Data through --

Peer Comparisonvs. World allocation

Performance 5-yr return+6.97%+4.27%
Expense ratio0.59%1.37%
Risk 5 year sharpe ratio0.960.52
Net assets$94.2B$2.7B
Average market cap$50.3B$33.2B
Average P/E18.416.5
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 23 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00


U.S. stock40.71%
International stock36.00%
Fixed income19.43%
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
VZ Verizon3.01%
PM Philip Morris3.01%
MO Altria Group2.44%
ABBV AbbVie2.28%
-- 1.99%
AMGN Amgen1.97%
-- 1.79%
KMI Kinder Morgan1.68%
-- 1.57%
T AT&T1.46%

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