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Morningstar

American Funds Capital Income Bldr A CAIBX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
59.85  /  2.20 %
Total Assets
95.9 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Low
Longest Manager Tenure
30.76 years
Category
Global Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
3.95%
Turnover
41%

Morningstar’s Fund 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.

Despite struggles during a long growth rally, this fund should fare well over time.

Senior Analyst

Summary

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Impressive equity and fixed-income cohorts support American Funds Capital Income Builder and contribute to its compelling long-term prospects. Its seven cheapest share classes earn Morningstar Analyst Ratings of Gold, while eight earn Silver and the four most expensive are rated Bronze.

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