CIBFX - American Funds Capital Income Bldr F1

Nasdaq - Nasdaq Delayed price. Currency in USD

American Funds Capital Income Bldr F1

Capital Income Builder Inc

333 S Hope St - 55th Fl (MICG)

Los Angeles CA 90071

Management information
James L. Lovelace,Lead manager since 31 December 1991
James B. Lovelace is an equity portfolio manager at Capital Group. He has 36 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies. He holds a bachelor’s degree with honors in philosophy from Swarthmore College. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Jim is based in Los Angeles.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Allocation
Fund familyAmerican Funds
Net assets104.34B
YTD return11.27%
Morningstar rating★★★★
Inception date14 Mar 2001

Fund operations

Last dividend0.49
Last cap gain0.00
Holdings turnover73.00%
Average for categoryN/A

Fees and expenses

ExpenseCIBFXCategory average
Annual report expense ratio (net)0.66%0.99%
Prospectus net expense ratio0.66%N/A
Prospectus gross expense ratio0.66%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection211N/A
5-yr expense projection368N/A
10-yr expense projection822N/A