American Funds Capital Income Builder® Class 529-C CIRCX
Strategy
The investment seeks (1) to provide a level of current income that exceeds the average yield on U.S. stocks generally and (2) to provide a growing stream of income over the years. 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). It 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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
CIBFX | American Funds Capital Income Builder® Class F-1 | No Load | Open | $2.23B | 0.640% | Average | $250 | −$187.79M | |||
CAIFX | American Funds Capital Income Builder® Class F-2 | No Load | Open | $18.99B | 0.370% | Low | $250 | $575.28M | |||
FWCBX | American Funds Capital Income Builder® Class 529-F-3 | No Load | Open | $19,543.00 | 0.310% | Low | $250 | $130.61 | |||
FBCIX | American Funds Capital Income Builder® Class 529-F-2 | No Load | Open | $269.37M | 0.350% | Low | $250 | −$4.18M | |||
CFIHX | American Funds Capital Income Builder® Class F-3 | Institutional | Open | $8.07B | 0.260% | Low | $1M | −$46.51M | |||
CAIBX | American Funds Capital Income Builder® Class A | Front Load | Open | $69.87B | 0.580% | Low | $250 | −$5.55B | |||
CIRAX | American Funds Capital Income Builder® Class 529-A | Front Load | Open | $2.45B | 0.600% | Low | $250 | −$226.33M | |||
CIBCX | American Funds Capital Income Builder® Class C | Level Load | Open | $757.83M | 1.330% | Below Average | $250 | −$182.37M | |||
CIRCX | American Funds Capital Income Builder® Class 529-C | Level Load | Open | $47.14M | 1.370% | Below Average | $250 | −$9.94M | |||
CIREX | American Funds Capital Income Builder® Class 529-E | Level Load | Open | $57.89M | 0.840% | Low | $250 | −$8.91M | |||
RIRFX | American Funds Capital Income Builder® Class R-5 | Retirement, Large | Open | $311.77M | 0.300% | Low | $250 | −$36.44M | |||
RIRGX | American Funds Capital Income Builder® Class R-6 | Retirement, Large | Open | $23.98B | 0.260% | Low | $250 | $122.87M | |||
RIRHX | American Funds Capital Income Builder® Class R-5E | Retirement, Large | Open | $121.64M | 0.410% | Low | $250 | −$5.45M | |||
RIREX | American Funds Capital Income Builder® Class R-4 | Retirement, Medium | Open | $443.69M | 0.610% | Low | $250 | −$62.11M | |||
RIRCX | American Funds Capital Income Builder® Class R-3 | Retirement, Medium | Open | $652.13M | 0.910% | Low | $250 | −$80.13M | |||
RIRBX | American Funds Capital Income Builder® Class R-2 | Retirement, Small | Open | $342.93M | 1.350% | Below Average | $250 | −$44.78M | |||
RIRAX | American Funds Capital Income Builder® Class R-1 | Retirement, Small | Open | $60.67M | 1.350% | Below Average | $250 | −$5.64M | |||
RCEEX | American Funds Capital Income Builder® Class R-2E | Retirement, Small | Open | $40.52M | 1.060% | Low | $250 | −$3.75M |