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-2.27% 3 years+9.40%
3 months+0.63% 5 years+8.79%
1 year+5.24% Since inception+9.79%
Data through --

Peer Comparisonvs. World allocation

Performance 5-yr return+8.79%+7.14%
Expense ratio0.59%1.38%
Risk 5 year sharpe ratio1.100.83
Net assets$99.8B$3.2B
Average market cap$47.3B$41.5B
Average P/E17.917.4
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$25.00


U.S. stock44.01%
International stock32.69%
Fixed income19.75%
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
MO Altria Group3.29%
VZ Verizon2.97%
ABBV AbbVie2.94%
PM Philip Morris2.93%
AMGN Amgen2.14%
-- 2.10%
-- 1.75%
-- 1.66%
KMI Kinder Morgan1.52%
-- 1.41%

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