Capital Group, the advisor to the American Funds, announced that on Jan. 1, 2021, Aline Avzaradel and Caroline Randall will be disclosed as equity portfolio managers on American Funds Capital Income Builder. These additions do not impact the fund's Above Average People rating.
American Funds Capital Income Bldr 529E CIREX
NAV / 1-Day Return
64.78
/
1.12
%
Total Assets
105.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.860%
Expense Ratio
0.860%
Fee Level
Low
Longest Manager Tenure
29.18
years
Category
World Allocation
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.10%
Turnover
118%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CIREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIREX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CIREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CIREX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Adding Two Equity Managers Doesn't Impact American Funds Capital Income Builder's People Rating
