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American Funds Capital Income Bldr 529A (CIRAX)

73.09 +0.19 (+0.26%)
At close: 8:05 AM EST
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DELL
  • Previous Close 72.90
  • YTD Return 11.46%
  • Expense Ratio 0.63%
  • 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 3.10%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 1.33
  • 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: CIRAX

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Trailing returns as of 11/6/2024. Category is World Allocation.

YTD Return

CIRAX
11.46%
Category
8.60%
?

1-Year Return

CIRAX
24.18%
Category
25.33%
?

3-Year Return

CIRAX
5.12%
Category
8.02%
?

5-Year Return

CIRAX
6.84%
Category
8.06%
?

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Holdings: CIRAX

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Top 9 Holdings (18.36% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 4.07%
PM
Philip Morris International Inc. 2.63%
ABBV
AbbVie Inc. 2.43%
MSFT
Microsoft Corporation 1.88%
RTX
RTX Corporation 1.74%
VICI
VICI Properties Inc. 1.65%
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 1.40%
JPM
JPMorgan Chase & Co. 1.33%
ABT
Abbott Laboratories 1.23%

Sector Weightings

Recent News: CIRAX

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Research Reports: CIRAX

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