American Funds Capital Income Builder® Class R-4 RIREX

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-1No LoadOpen $2.22B0.640%Average$250−$185.58M
CAIFX
American Funds Capital Income Builder® Class F-2No LoadOpen $18.70B0.370%Low$250$637.67M
FWCBX
American Funds Capital Income Builder® Class 529-F-3No LoadOpen $19,284.000.310%Low$250$128.46
FBCIX
American Funds Capital Income Builder® Class 529-F-2No LoadOpen $266.24M0.350%Low$250−$1.93M
CFIHX
American Funds Capital Income Builder® Class F-3InstitutionalOpen $7.96B0.260%Low$1M−$20.17M
CAIBX
American Funds Capital Income Builder® Class AFront LoadOpen $69.28B0.580%Low$250−$5.53B
CIRAX
American Funds Capital Income Builder® Class 529-AFront LoadOpen $2.43B0.600%Low$250−$229.71M
CIBCX
American Funds Capital Income Builder® Class CLevel LoadOpen $750.24M1.330%Below Average$250−$186.63M
CIRCX
American Funds Capital Income Builder® Class 529-CLevel LoadOpen $46.47M1.370%Below Average$250−$9.87M
CIREX
American Funds Capital Income Builder® Class 529-ELevel LoadOpen $57.33M0.840%Low$250−$8.91M
RIRFX
American Funds Capital Income Builder® Class R-5Retirement, LargeOpen $310.41M0.300%Low$250−$30.98M
RIRGX
American Funds Capital Income Builder® Class R-6Retirement, LargeOpen $23.90B0.260%Low$250$343.27M
RIRHX
American Funds Capital Income Builder® Class R-5ERetirement, LargeOpen $120.03M0.410%Low$250−$6.23M
RIREX
American Funds Capital Income Builder® Class R-4Retirement, MediumOpen $442.05M0.610%Low$250−$59.66M
RIRCX
American Funds Capital Income Builder® Class R-3Retirement, MediumOpen $645.99M0.910%Low$250−$78.38M
RIRBX
American Funds Capital Income Builder® Class R-2Retirement, SmallOpen $340.95M1.350%Below Average$250−$47.12M
RIRAX
American Funds Capital Income Builder® Class R-1Retirement, SmallOpen $60.46M1.350%Below Average$250−$5.21M
RCEEX
American Funds Capital Income Builder® Class R-2ERetirement, SmallOpen $40.15M1.060%Low$250−$4.07M

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