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American Funds Capital Income Bldr R5E (RIRHX)
At close: November 6 at 6:45 PM EST
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9/21 12:03 PM
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72.80 - YTD Return 11.65%
- Expense Ratio 0.42%
- Category World Allocation
- Last Cap Gain 8.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 108.21B
- Beta (5Y Monthly) 0.93
- Yield 3.30%
- 5y Average Return --
- Holdings Turnover 106.00%
- Last Dividend 1.44
- Inception Date Jan 27, 2017
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
Fund Family
World Allocation
Fund Category
108.21B
Net Assets
2017-01-27
Inception Date
Performance Overview: RIRHX
View MoreTrailing returns as of 11/6/2024. Category is World Allocation.
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CIRAX American Funds Capital Income Bldr 529A
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RIDGX American Funds Income Fund of Amer R6
26.11
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RIDCX American Funds Income Fund of Amer R3
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VTBIX Vanguard Total Bond Market II Idx Inv
9.42
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CLBFX American Funds American Balanced 529F
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BALFX American Funds American Balanced F1
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AMBFX American Funds American Balanced F2
36.62
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Holdings: RIRHX
View MoreTop 9 Holdings (18.36% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRIRHX
Financial Services 16.57%
Technology 15.13%
Healthcare 13.10%
Industrials 11.11%
Consumer Defensive 10.95%
Utilities 8.24%
Energy 6.99%
Consumer Cyclical 6.39%
Real Estate 5.59%
Communication Services 3.35%
Basic Materials 2.58%
Recent News: RIRHX
View MoreResearch Reports: RIRHX
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