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 | 2.76% | |||
| Dividend | CIREX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.42% | |||
| Asset Allocation | CIREX-NASDAQ | Click to Compare |
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| Cash | 7.37% | |||
| Stock | 75.79% | |||
| U.S. Stock | 40.32% | |||
| Non-U.S. Stock | 35.47% | |||
| Bond | 14.03% | |||
| U.S. Bond | 13.35% | |||
| Non-U.S. Bond | 0.68% | |||
| Preferred | 0.37% | |||
| Convertible | 0.02% | |||
| Other Net | 2.42% | |||
| Price History | CIREX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.17% | |||
| 30-Day Total Return | 1.60% | |||
| 60-Day Total Return | 2.95% | |||
| 90-Day Total Return | 5.75% | |||
| Year to Date Total Return | 14.85% | |||
| 1-Year Total Return | 13.41% | |||
| 2-Year Total Return | 34.56% | |||
| 3-Year Total Return | 38.93% | |||
| 5-Year Total Return | 55.87% | |||
| 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 | $78.34 | |||
| 1-Month Low NAV | $76.16 | |||
| 1-Month High NAV | $78.75 | |||
| 52-Week Low NAV | $66.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $78.75 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | CIREX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 11.11 | |||
| Balance Sheet | CIREX-NASDAQ | Click to Compare |
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| Total Assets | 115.32B | |||
| 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% | |||