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American Funds Capital Income Bldr 529A (CIRAX)

66.56 -0.10 (-0.15%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)

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.

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 106B
YTD Return 3.72%
Yield 3.25%
Morningstar Rating
Inception Date Oct 30, 2020

Performance & Risk

YTD Return 1.36%
5y Average Return 5.50%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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