Advertisement
Skip to Content

American Funds Capital Income Bldr 529C CIRCX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 64.85  /  0.32 %
  • Total Assets 103.4 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.390%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.47%
  • Turnover 27%

Morningstar’s Analysis CIRCX

Will CIRCX outperform in future?

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

Despite struggles during a long growth rally, this fund should fare well over time.

Senior Analyst

Summary

|

Impressive equity and fixed-income cohorts support American Funds Capital Income Builder and contribute to its compelling long-term prospects. Its seven cheapest share classes earn Morningstar Analyst Ratings of Gold, while eight earn Silver and the four most expensive are rated Bronze.

Unlock our full analysis with Morningstar Investor