American Funds Capital Income Builder® Class 529-E
CIREX
NASDAQ
| Weiss Ratings | CIREX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CIREX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | James B. Lovelace (33), David A. Hoag (21), Winnie Kwan (18), 11 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | CIREX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Capital Income Builder® Class 529-E | |||
| Category | Global Moderately Aggressive Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Mar 01, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CIREX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.89% | |||
| Dividend | CIREX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.51% | |||
| Asset Allocation | CIREX-NASDAQ | Click to Compare |
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| Cash | 3.12% | |||
| Stock | 79.27% | |||
| U.S. Stock | 44.11% | |||
| Non-U.S. Stock | 35.16% | |||
| Bond | 14.78% | |||
| U.S. Bond | 14.02% | |||
| Non-U.S. Bond | 0.76% | |||
| Preferred | 0.32% | |||
| Convertible | 0.02% | |||
| Other Net | 2.49% | |||
| Price History | CIREX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.91% | |||
| 30-Day Total Return | 0.82% | |||
| 60-Day Total Return | 0.68% | |||
| 90-Day Total Return | 3.29% | |||
| Year to Date Total Return | 6.30% | |||
| 1-Year Total Return | 14.65% | |||
| 2-Year Total Return | 24.17% | |||
| 3-Year Total Return | 24.47% | |||
| 5-Year Total Return | 58.84% | |||
| Price | CIREX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CIREX-NASDAQ | Click to Compare |
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| Nav | $72.91 | |||
| 1-Month Low NAV | $66.25 | |||
| 1-Month High NAV | $72.91 | |||
| 52-Week Low NAV | $66.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $74.03 | |||
| 52-Week High Price (Date) | Oct 18, 2024 | |||
| Beta / Standard Deviation | CIREX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 11.78 | |||
| Balance Sheet | CIREX-NASDAQ | Click to Compare |
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| Total Assets | 109.35B | |||
| Operating Ratios | CIREX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 56.00% | |||
| Performance | CIREX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.86% | |||
| Last Bear Market Total Return | -8.11% | |||