Capital Income Builder Fund Quote
| CAIBX Fund | USD 73.04 0.34 0.47% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Capital Income is trading at 73.04 as of the 26th of November 2024; that is 0.47% up since the beginning of the trading day. The fund's open price was 72.7. Capital Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Capital Income Builder are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally will invest at least 90 percent of its assets in income-producing 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. More on Capital Income Builder
Moving together with Capital Mutual Fund
Capital Mutual Fund Highlights
| Fund Concentration | American Funds, Large Value Funds, World Allocation Funds, World Allocation, American Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | October |
Capital Income Builder [CAIBX] is traded in USA and was established 26th of November 2024. Capital Income is listed under American Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of American Funds family. This fund currently has accumulated 101.97 B in assets under management (AUM) with no minimum investment requirementsCapital Income Builder is currently producing year-to-date (YTD) return of 11.93% with the current yeild of 0.03%, while the total return for the last 3 years was 5.42%.
Check Capital Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Income Builder Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital Income Builder Mutual Fund Constituents
| LMT | Lockheed Martin | Stock | Industrials | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| AMGN | Amgen Inc | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| CCI | Crown Castle | Stock | Real Estate | |
| D | Dominion Energy | Stock | Utilities | |
| GILD | Gilead Sciences | Stock | Health Care |
Capital Income Builder Risk Profiles
| Mean Deviation | 0.3438 | |||
| Semi Deviation | 0.4088 | |||
| Standard Deviation | 0.4355 | |||
| Variance | 0.1896 |
Capital Income Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Income financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Income security.
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