Morningstar

American Funds Capital Income Bldr A CAIBX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 73.76  /  +0.67 %
  • Total Assets 110.0 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 3.07%
  • Turnover 106%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CAIBX

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

  • People Pillar

    The People Pillar is our evaluation of the CAIBX 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 CAIBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An appealing, measured approach.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

American Funds Capital Income Builder shares a prudent strategy with UCITS, Canada, and Japan funds, whose strengths remain intact, despite the loss of a veteran manager.

by Greg Carlson
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Portfolio Holdings CAIBX

More CAIBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.30 4.5 Bil
Technology

Capital Group Central Cash Fund

3.34 3.5 Bil
Cash and Equivalents

Cap Grp Cent Fd Ser Ii

2.40 2.5 Bil
—

Philip Morris International Inc

2.39 2.5 Bil
Consumer Defensive

Microsoft Corp

2.30 2.4 Bil
Technology

AbbVie Inc

2.26 2.3 Bil
Healthcare

RTX Corp

1.81 1.9 Bil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd

1.50 1.6 Bil
Technology

VICI Properties Inc Ordinary Shares

1.37 1.4 Bil
Real Estate

JPMorgan Chase & Co

1.34 1.4 Bil
Financial Services

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