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Morningstar

American Funds Capital Income Bldr R5 RIRFX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 64.98  /  0.81 %
  • Total Assets 103.5 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.58%
  • Turnover 27%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RIRFX

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

People Pillar

The People Pillar is our evaluation of the RIRFX 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 RIRFX’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.

Unlock our full analysis with Morningstar Investor