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Morningstar

American Funds Capital Income Bldr 529F CIRFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 65.22  /  0.26 %
  • Total Assets 104.0 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.56%
  • Turnover 27%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CIRFX

Will CIRFX 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 CIRFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CIRFX 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 CIRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Senior Analyst

Summary

| by Greg Carlson

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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