Mutual Funds - Profile

American Funds Capital Income Builder

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Rank

Universe Rank
93 37

Summary

The fund seeks primarily current income and secondarily capital appreciation by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on attractively valued companies that represent good, long-term investment opportunities.

The team focuses on income-producing securities.

Then the More

Price

  • Last Close
  • $70.69
    -0.28
  • 52 Week HL
  • $70.97 - $61.72
  • Net Assets
  • $107370 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
Broadcom Inc 3.8
Philip Morris 2.3
AbbVie Inc 1.9
Crown Castle 1.8
Amgen Inc 1.7
Company Holding
Microsoft Corporation 1.6
GlaxoSmithKline PLC 1.5
British American 1.5
Gilead Sciences 1.4
Zurich 1.2
Total 18.7%

Manager

  • Name
  • Alfonso Barroso
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
0.5 % YTD

  • 3 Year
  • 23.36%
  • 5 Year
  • 17.38%
  • Best
  • 13.44%
    2019
  • Worst
  • -6.77%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CFIHX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 0.5% 4.3% -16.3% 8.3% -2.8% - - - - - -
Q2 - 4% 7.8% 0.6% 1.1% 3.4% - - - - -
Q3 - -2.3% 0.7% -0.2% 2.2% 3.2% - - - - -
Q4 - 4.7% 8.4% 3.5% -5.6% 2.5% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 0.5% - - - - - - - - - - -
2021 -0.7% 2.2% 2.8% 2.7% 2.3% -1% 0.2% 1.3% -3.8% 4% -1.5% 2.2%

Annual
Return

Index Comparison

Alpha

NAV