About CAIFX
American Funds Capital Income Builder® Class F-2 is an open-end mutual fund focused on delivering both high current income and long-term capital growth. Its primary objective is to generate a level of current income that exceeds the average yield of U.S. stocks, appealing to investors seeking steady cash flow. To achieve this, the fund invests at least 90% of assets in income-producing securities, ensuring at least half is allocated to common stocks and equity securities, with the remainder in bonds and other income assets. This strategy provides diversified exposure across global markets, spanning a broad array of sectors such as technology, healthcare, consumer defensive, and real estate, with significant positions in leading global corporations like Broadcom, Philip Morris International, and AbbVie. Managed by Capital Group’s team of portfolio managers, the fund employs a disciplined approach that balances yield generation with risk control, using a multi-manager model to leverage diverse investment styles. With a substantial asset base and a competitive expense ratio, this fund plays a prominent role in the global allocation category, providing reliable income streams to a wide range of investors.
Fund Family Capital Group
Category Global Equity Income
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CAIFX
Share Class Class F-2
Index MSCI AC World NR USD
CAIFX had a total return of 11.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.54%.
