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American Funds Capital Income Bldr 529C CIRCX

Analyst rating as of

Morningstar’s Analysis

Will CIRCX outperform in future?

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

A Pending Manager Change Doesn't Alter Our Opinion of American Funds Capital Income Builder

Senior Analyst

Analyst Note

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On Feb. 1, 2022, American Funds announced that Joyce Gordon, an equity portfolio manager on American Funds Capital Income Builder since 2000, will retire on July 1, 2022, after 41 years with Capital Group. Meanwhile, equity manager Charles Ellwein will be disclosed as a manager on the fund as of March 1, 2022. He’s been a named manager on American Funds American Mutual, which earns a Morningstar Analyst Rating of Gold for its cheapest share classes, since December 2016. That fund’s equity income mandate overlaps nicely with the equity managers’ duties here.

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