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American Funds Capital Income Bldr 529E CIREX

Analyst rating as of
NAV / 1-Day Return
63.10  /  1.72 %
Total Assets
101.5 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Low
Longest Manager Tenure
30.48 years
Category
Global Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
3.04%
Turnover
41%

Morningstar’s Analysis

Will CIREX 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

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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.

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