American Funds Capital Income Builder® Class 529-F-3
FWCBX
NASDAQ
| Weiss Ratings | FWCBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | FWCBX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | James B. Lovelace (34), David A. Hoag (22), Winnie Kwan (19), 10 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | FWCBX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Capital Income Builder® Class 529-F-3 | |||
| Category | Global Moderately Aggressive Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Oct 30, 2020 | |||
| 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 | FWCBX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.95% | |||
| Dividend | FWCBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.23% | |||
| Asset Allocation | FWCBX-NASDAQ | Click to Compare |
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| Cash | 5.11% | |||
| Stock | 77.76% | |||
| U.S. Stock | 40.74% | |||
| Non-U.S. Stock | 37.02% | |||
| Bond | 14.49% | |||
| U.S. Bond | 13.86% | |||
| Non-U.S. Bond | 0.63% | |||
| Preferred | 0.23% | |||
| Convertible | 0.01% | |||
| Other Net | 2.40% | |||
| Price History | FWCBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | -6.24% | |||
| 60-Day Total Return | -3.19% | |||
| 90-Day Total Return | -0.25% | |||
| Year to Date Total Return | 0.19% | |||
| 1-Year Total Return | 14.98% | |||
| 2-Year Total Return | 28.76% | |||
| 3-Year Total Return | 43.01% | |||
| 5-Year Total Return | 49.29% | |||
| Price | FWCBX-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 | FWCBX-NASDAQ | Click to Compare |
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| Nav | $76.50 | |||
| 1-Month Low NAV | $76.32 | |||
| 1-Month High NAV | $81.54 | |||
| 52-Week Low NAV | $66.20 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $82.15 | |||
| 52-Week High Price (Date) | Feb 27, 2026 | |||
| Beta / Standard Deviation | FWCBX-NASDAQ | Click to Compare |
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| Beta | 0.65 | |||
| Standard Deviation | 8.33 | |||
| Balance Sheet | FWCBX-NASDAQ | Click to Compare |
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| Total Assets | 128.08B | |||
| Operating Ratios | FWCBX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.31% | |||
| Turnover Ratio | 50.00% | |||
| Performance | FWCBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.18% | |||
| Last Bear Market Total Return | -7.98% | |||