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American Funds Capital Income Bldr 529E (CIREX)
71.11
-1.20
(-1.66%)
At close: 8:00:22 PM EDT
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72.31 - YTD Return 5.60%
- Expense Ratio 0.85%
- Category World Allocation
- Last Cap Gain 8.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 110.59B
- Beta (5Y Monthly) 0.92
- Yield 2.85%
- 5y Average Return --
- Holdings Turnover 106.00%
- Last Dividend 0.42
- Inception Date Oct 30, 2020
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.
American Funds
Fund Family
World Allocation
Fund Category
110.59B
Net Assets
2020-10-30
Inception Date
Performance Overview: CIREX
View MoreTrailing returns as of 4/2/2025. Category is World Allocation.
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RIRHX American Funds Capital Income Bldr R5E
70.94
-1.66%
RIRCX American Funds Capital Income Bldr R3
71.12
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RLBAX American Funds American Balanced R1
33.17
-2.56%
RAMHX American Funds American Balanced R2E
33.31
-2.55%
CLBCX American Funds American Balanced 529C
33.47
-2.56%
CIRAX American Funds Capital Income Bldr 529A
71.06
-1.65%
RIDAX American Funds Income Fund of Amer R1
24.82
-2.01%
CIRCX American Funds Capital Income Bldr 529C
71.35
-1.65%
CWIEX American Funds Capital World Gr&Inc 529E
61.31
-3.49%
RIDGX American Funds Income Fund of Amer R6
25.02
-2.00%
RIDCX American Funds Income Fund of Amer R3
24.88
-2.01%
CIMEX American Funds Income Fund of Amer 529E
24.83
-2.01%
CLBFX American Funds American Balanced 529F
33.37
-2.57%
VTBNX Vanguard Total Bond Market II Idx I
9.60
+0.63%
CGFEX American Funds Growth Fund of Amer 529E
64.47
-5.64%
CLBEX American Funds American Balanced 529E
33.40
-2.54%
Holdings: CIREX
View MoreSector Weightings
SectorCIREX
Financial Services 18.37%
Technology 16.35%
Healthcare 12.32%
Industrials 11.05%
Consumer Defensive 10.28%
Utilities 7.73%
Consumer Cyclical 6.54%
Energy 6.45%
Real Estate 5.05%
Communication Services 3.29%
Basic Materials 2.57%
Recent News: CIREX
View MoreResearch Reports: CIREX
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