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Market Snapshot Analyst Ratings

American Funds Capital Income Builder;A

NAS: CAIBX

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Overview Holdings Charts Historical Quotes
CAIBX
/zigman2/quotes/205848678/realtime

$

61.56

Change

-0.54 -0.87%

Sep 26, 2023

YTD return

-0.23%

5 yr avg return

4.01%

Total net assets

59.78B

52 week low

52 week high

$57.34

$69.75

Yield

3.42%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.59%

12 b-1

0.25%

Turnover

87.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.44

Dividend freq.

Quarterly

Capital gain (2022)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.07

Beta

0.63

Standard deviation

3.61

R. squared

0.79

Min. Investment

Standard (taxable)

250

IRA

n/a

Mutual Fund Prospectuses

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/caibx

MarketWatch News on CAIBX

  1. Taking RMDs During a Downturn Hurts. Here's How to Manage Pain.

    6:04 a.m. June 13, 2022

    - Barron's Online

  2. 20 stocks that have been ‘so bad that they’re good’

    8:05 a.m. Nov. 7, 2016

    - Philip van Doorn

  4. Index funds can be inferior to active funds in two crucial ways

    4:07 p.m. Oct. 24, 2016

    - Philip van Doorn

  5. 6 Top-Rated Multi-Asset Income Funds

    3:20 p.m. Aug. 18, 2015

    - Barrons Blogs

  6. Little guy pays the price for BP disaster

    10:17 a.m. May 11, 2010

    - Brett Arends

  7. Buying foreign funds? Set realistic expectations

    2:23 p.m. Jan. 17, 2008

    - MarketWatch

  8. audio content International funds may be creating unrealistic expectations

    8:55 a.m. Jan. 17, 2008

    - Chuck Jaffe

  9. In a Fishbowl

    1:01 a.m. Jan. 8, 2007

    - Barron's Online

  10. Investors keep focus on non-U.S. stock funds

    7:13 p.m. July 25, 2005

    - Jonathan Burton

  11. American Funds family continues sales dominance

    8:52 p.m. May 24, 2005

    - Jonathan Burton

  12. Fidelity loses No. 2 spot in fund ranks

    6:39 p.m. April 27, 2005

    - Jonathan Burton

  13. Morningstar's Kinnel rates quality funds

    3:54 p.m. April 27, 2005

    - Chuck Jaffe

  14. audio content Kinnel: Give up on fallen bull-market angels

    2:34 p.m. April 27, 2005

    - Erin Beach

  15. American Funds rivals Fidelity for No. 1 active manager

    5:36 p.m. Jan. 25, 2005

    - Jonathan Burton

  16. Stock and bond funds add $19 billion in November

    7:33 p.m. Dec. 27, 2004

    - Jonathan Burton

  17. American Funds still raking in cash

    10:01 a.m. Dec. 1, 2004

    - John Spence

  18. Data show funds took in $21.5 billion during September

    2:59 p.m. Nov. 2, 2004

    - John Spence

Lipper Leader

Total Return: 2 Consistent Return: 2 Preservation: 5 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 4 (74th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -0.23% 2.21% 12.70% 74% 4
1yr 9.81% 14.45% 18.90% 79% 4
3yr 5.59% 7.78% 10.70% 86% 5
5yr 4.01% 4.26% 9.90% 61% 4
10yr 4.72% 5.45% 11.8% 67% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$41,552

Fund Comparison

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Fund Details

Category

Global Equity Income Funds

Fund family

American Funds Cl A

Fund status

Open

Fund inception

July 30, 1987

Manager

Team Managed

Investment Policy

The Fund seeks to provide a level of current income that exceeds the average yield on U.S. stocks generally as well as providing a growing stream of income over the years. The Fund's secondary objective is to provide growth of capital. The Fund normally invests at least 90% of its assets in income-producing securities.

Top Holdings

/news/nonmarketwatch/company/us/caibx

Other News on CAIBX

  8. 3 of America's Best Fund Houses to Gain in 2019

    8:24 a.m. March 14, 2019

    - Zacks.com

  11. The 3 Best American Funds for 2017

    4:18 p.m. Dec. 6, 2016

    - InvestorPlace.com

  14. 3 Best Global Funds to Buy Now

    9:45 a.m. Jan. 20, 2015

    - InvestorPlace.com

  15. 3 Best American Funds for 2015

    1:30 a.m. Jan. 2, 2015

    - InvestorPlace.com

  17. 5 Most Popular Top Ranked Mutual Funds - Best of Funds

    2:01 p.m. March 28, 2014

    - Zacks.com

  18. Keep Your Portfolio Simple

    1:54 p.m. May 8, 2013

    - The Wall Street Journal Interactive Edition

  19. Balanced Funds Tilt Toward Stocks as Investors Scale Back

    12:27 p.m. Sept. 27, 2011

    - The Wall Street Journal Interactive Edition

  20. Fund Managers Dive Into Stocks

    11:30 p.m. Oct. 1, 2010

    - The Wall Street Journal Interactive Edition

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