American Funds Capital Income Builder Class A

Frequently Asked Questions About CAIBX

What does CAIBX invest in?

This fund typically allocates a minimum of 90% of its holdings to income-generating securities, ensuring at least half of its total assets are specifically invested in common stocks and other equity instruments. Its portfolio primarily encompasses a diverse range of income-producing investments, including both equities and fixed-income assets. The main objective is to provide investors with a current income level that exceeds the average yield of U.S. stocks, often guided by the average yield of companies within the S&P 500 Index.

What is the expense ratio of CAIBX?

American Funds Capital Income Builder Class A (CAIBX) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.

What is CAIBX's dividend yield?

CAIBX's trailing-twelve-month yield is 7.16%, calculated from the sum of dividends over the past year divided by the current price.

How big is CAIBX?

American Funds Capital Income Builder Class A (CAIBX) manages $127.87B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CAIBX actively managed or an index fund?

CAIBX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CAIBX's is 0.58%) because there's no security selection cost.

When was CAIBX launched?

American Funds Capital Income Builder Class A (CAIBX) launched in July 1987 and is managed by Capital Group.