This strategy is managed by a strong group of equity and fixed-income investors. It also effectively balances its mandates to generate both income and capital appreciation. The U.S. fund, American Funds Capital Income Builder, earns Morningstar Medalist Ratings of Gold, Silver, and Bronze across its various share classes. The UCITS fund, Capital Group Capital Income Builder, earns Medalist Ratings ranging from Silver to Neutral.
- NAV / 1-Day Return 62.39 / 1.19 %
- Total Assets 99.6 Bil
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Adj. Expense Ratio
- Expense Ratio 0.850%
- 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 3.16%
- Turnover 27%
Morningstar’s Analysis CIREX
Will CIREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 283
- Bond Holdings 1468
- Other Holdings 19
- % Assets in Top 10 Holdings 18.6