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American Funds Capital Income Builder® Class 529-E

American Funds Capital Income Builder® Class 529-E

CIREX · NMFQS
CIREX · NMFQS
71.99
USD-1.14-1.56%
American Funds Capital Income Builder® Class 529-E
CIREX
71.99
USD-1.14-1.56%

Sector weight

Sector
Equity %
Category Average
Financial Services
18.37%
14.44%
Technology
16.35%
18.41%
Healthcare
12.32%
9.48%
Industrials
11.05%
11.18%
Consumer Defensive
10.28%
5.58%
Utilities
7.73%
4.88%
Government
7.73%
38.30%
Municipal
7.73%
0.11%
Corporate
7.73%
27.85%
Securitized
7.73%
11.62%
Cash and Equivalents
7.73%
10.34%
Derivative
7.73%
11.79%
Consumer Cyclical
6.54%
9.83%
Energy
6.45%
6.69%
Real Estate
5.05%
8.64%
Communication Services
3.29%
6.09%
Basic Materials
2.57%
4.79%

World Regions

Region
Equity %
Category Average
North America
65.10%
64.10%
Europe Developed
11.91%
13.78%
Japan
6.03%
5.88%
Asia Emerging
5.40%
2.89%
Asia Developed
3.85%
3.90%
United Kingdom
3.47%
6.01%
Australasia
1.79%
1.45%
Africa/Middle East
1.36%
0.34%
Latin America
0.83%
1.57%
Europe Emerging
0.25%
0.09%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
101.31K USD
104.53K USD
117.71K USD
Large
37.24%
15.02%
19.12%
Giant
26.88%
23.89%
26.68%
Medium
11.43%
13.76%
11.88%
Small
2.19%
3.61%
3.21%
Micro
0.06%
0.33%
0.08%

Valuation and Growth

Growth Rates
CIREX.US
Category Average
Price/Prospective Earnings
14.81%
16.85%
Price/Cash Flow
10.94%
10.77%
Dividend Yield
3.53%
2.62%
Price/Book
2.38%
2.33%
Price/Sales
2.14%
1.81%
Valuation Rates
CIREX.US
Category Average
Long-Term Earnings
8.18%
9.84%
Sales Growth
7.10%
5.65%
Cash-Flow Growth
5.62%
4.07%
Book-Value Growth
5.45%
6.45%
Historical Earnings
4.34%
5.51%

FAQs

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