About CAIBX
American Funds Capital Income Builder Class A is a global multi-asset mutual fund designed to generate a current income level that surpasses the average yield of U.S. equities, while also aiming for long-term income growth and secondary capital appreciation. Managed by Capital Research and Management Company, the fund primarily invests in a diversified mix of income-producing securities, allocating at least half its assets to global equities and the remainder to fixed income instruments such as high-quality bonds. This approach provides broad exposure to multiple regions, sectors, and industries, with the portfolio typically favoring large, established firms that reliably pay dividends and demonstrate resilience in market downturns. With assets exceeding $110 billion and more than 2,000 individual holdings, the fund is recognized for its disciplined, research-driven process and steady payout history, featuring quarterly distributions. Its blend of equity and fixed income positions it as a prominent choice for investors seeking a combination of income generation, risk moderation, and modest growth within a single fund structure.
Fund Family Capital Group
Category Global Equity Income
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CAIBX
Share Class Class A
Index MSCI AC World NR USD
CAIBX had a total return of 21.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.37%.
