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American Funds Capital Income Bldr 529F2 FBCIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis FBCIX

Will FBCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An appealing, measured approach.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

American Funds Capital Income Builder shares a prudent strategy with UCITS, Canada, and Japan funds, whose strengths remain intact, despite the loss of a veteran manager.

by Greg Carlson
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