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American Funds Capital Income Bldr 529A (CIRAX)
As of 8:05 AM EST. Market Open.
Fund Summary
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.
American Funds Capital Income Bldr 529A
Los Angeles CA 90071
333 S Hope St - 55th Fl (MICG)
Fund Overview
| Category | World Allocation |
| Fund Family | American Funds |
| Net Assets | 108.21B |
| YTD Return | 11.46% |
| Yield | 3.10% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Operations
| Last Dividend | 1.33 |
| Last Cap Gain | 8.00 |
| Holdings Turnover | 106.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | CIRAX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.63% | 1.00% |
| Prospectus Net Expense Ratio | 0.63% | -- |
| Prospectus Gross Expense Ratio | 0.63% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.06% |
| Max Deferred Sales Load | -- | 1.35% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Steven T. Watson, Lead Manager since January 01, 2007
Steven T. Watson is an equity portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 34 years. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steven was a buy-side research analyst for Sanford C. Bernstein & Co. in New York. Morningstar Style Box
Morningstar Category
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