American Funds Capital Inc Bldr 529E Capital Income Builder, Inc. 333 South Hope Street Map
Phone: 800-325-3590
| Category: | World Allocation | | Fund Family: | American Funds | | Net Assets: | 58.75M | | Year-to-Date Return: | 19.06% | | Yield: | 4.53% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-02 |
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James B. Lovelace
Lead Manager since
01-Jan-92 | | | Lovelace is a senior vice president and portfolio manager with Capital Research Global Investors. He has been working for this company for 27 years. Lovelace holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a level of current income and a growing stream of income over years. The fund normally invests at least 90% of assets in income-producing securities (with at least 50% of assets in equity securities). It invests primarily in a broad range of income-producing securities, including stocks and bonds. The fund may also invest significantly in securities of issuers domiciled outside the United States. |
| Last Dividend
(25-Sep-09):
| 0.41 | | Last Cap Gain
(20-Dec-07):
| 2.40 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 100.80% |
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| Expense | CIREX | Category Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $695 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,177 |
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