Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

American Funds Capital Income Builder® Class A (CAIBX)

59.33
Net Asset Value
-0.49%
1 Day
+6.23%
Year-to-Date
Overall Morningstar Rating
World allocation
Style or Category
5.75
Sales Expenses
0.59%
Expense Ratio
Average
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). The fund 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.

Performance

1 month-0.49% 3 years+6.31%
3 months+2.66% 5 years+8.24%
1 year+9.94% Since inception+9.39%
Data through --

Peer Comparisonvs. World allocation

 CAIBXCategory
Performance 5-yr return+8.24%+3.32%
Expense ratio0.59%1.35%
Risk 5 year sharpe ratio0.860.47
Net assets$103.2B$2.7B
Average market cap$56.3B$39.2B
Average P/E20.117.1
Portfolio turnover63%63%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 24 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

U.S. stock43.79%
International stock35.23%
Fixed income18.29%
Cash2.43%
Other0.27%
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
PM Philip Morris4.07%
VZ Verizon3.28%
MO Altria Group2.47%
ABBV AbbVie2.13%
-- 1.86%
KO Coca-Cola1.83%
T AT&T1.82%
AMGN Amgen1.70%
-- 1.67%
-- 1.67%

Partner Offers