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American Funds Capital Income Bldr 529C (CIRCX)

73.35
-0.05
(-0.07%)
At close: 6:45:23 PM EDT
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  • Previous Close 73.40
  • YTD Return 5.20%
  • Expense Ratio 1.37%
  • Category --
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 109.35B
  • Beta (5Y Monthly) 0.94
  • Yield 2.37%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.33
  • Inception Date Oct 30, 2020

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

--

Fund Category

109.35B

Net Assets

2020-10-30

Inception Date

Performance Overview: CIRCX

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Trailing returns as of 5/9/2025.

YTD Return

CIRCX
5.20%
Category
0.00%
 

1-Year Return

CIRCX
14.51%
Category
0.00%
 

3-Year Return

CIRCX
6.85%
Category
0.00%
 

5-Year Return

CIRCX
8.53%
Category
0.00%
 

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Holdings: CIRCX

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Sector Weightings

SectorCIRCX
Healthcare   13.05%
Technology   12.14%
Industrials   11.55%
Utilities   7.08%
Energy   6.78%
Real Estate   5.10%

Recent News: CIRCX

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Research Reports: CIRCX

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