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American Funds Capital Income Bldr R6 (RIRGX)

73.23 -0.30 (-0.41%)
At close: 8:00 PM EDT

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 R6

Los Angeles CA 90071
333 S Hope St - 55th Fl (MICG)
213-486-9200

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 110.62B
YTD Return 13.80%
Yield 3.37%
Morningstar Rating
Inception Date Jan 27, 2017

Fund Operations

Last Dividend 1.52
Last Cap Gain 8.00
Holdings Turnover 106.00%
Average for Category --

Fees & Expenses

Expense RIRGX Category Average
Annual Report Expense Ratio (net) 0.27% 1.00%
Prospectus Net Expense Ratio 0.27% --
Prospectus Gross Expense Ratio 0.27% --
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

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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