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American Funds Capital Income Bldr 529F (CIRFX)

67.76
-3.26
(-4.59%)
At close: April 4 at 8:00:23 PM EDT
Loading Chart for CIRFX
  • Previous Close 71.02
  • YTD Return 5.13%
  • Expense Ratio 0.71%
  • Category World Allocation
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 109.37B
  • Beta (5Y Monthly) 0.92
  • Yield 3.28%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.49
  • Inception Date Mar 15, 2001

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

109.37B

Net Assets

2001-03-15

Inception Date

Performance Overview: CIRFX

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Trailing returns as of 4/4/2025. Category is World Allocation.

YTD Return

CIRFX
5.13%
Category
8.60%
 

1-Year Return

CIRFX
11.84%
Category
25.33%
 

3-Year Return

CIRFX
6.23%
Category
8.02%
 

5-Year Return

CIRFX
10.65%
Category
8.06%
 

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Holdings: CIRFX

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Sector Weightings

SectorCIRFX
Technology   16.35%
Healthcare   12.32%
Industrials   11.05%
Utilities   7.73%
Energy   6.45%
Real Estate   5.05%

Recent News: CIRFX

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Research Reports: CIRFX

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