CAIBX : American Funds Capital Income Builder® Class A

CAIBX is a Allocation Market Total World with LOW fees.

CAIBX

American Funds Capital Income Builder® Class A

FI Score

75 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

75% FI Score
  • caibx
  • Mutual Fund
  • Allocation
  • Total World

American Funds Capital Income Builder® Class A

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks (1) to provide a level of current income that exceeds the average yield on U.S. stocks generally and (2) to provide a growing stream of income over the years. 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.

Largest Holdings

Amount Holding
2.19% Gilead Sciences Inc
2.08% Crown Castle International Corp
2.02% Microsoft Corp
1.96% Broadcom Inc
1.87% Amgen Inc
1.85% Novartis AG
1.74% Zurich Insurance Group AG
1.56% E.ON SE
1.53% Philip Morris International Inc
1.51% AbbVie Inc
1.27% British American Tobacco PLC
1.24% Coca-Cola Co
1.22% Dominion Energy Inc
1.09% GlaxoSmithKline PLC
0.95% Federal National Mortgage Association 3.5%
0.88% CME Group Inc Class A
0.74% Intel Corp
0.73% Verizon Communications Inc
0.72% Nestle SA
0.72% Altria Group Inc
0.71% Iberdrola SA
0.71% Taiwan Semiconductor Manufacturing Co Ltd
0.70% Las Vegas Sands Corp
0.67% Lockheed Martin Corp
0.66% Enbridge Inc

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