About CIRCX
American Funds Capital Income Builder 529-C is a globally diversified mutual fund designed to deliver a **consistently high level of current income**, with a secondary objective of achieving long-term capital growth. The fund primarily invests in a mix of **income-producing securities**, such as dividend-paying equities and bonds, and strategically includes both U.S. and international holdings. It typically allocates at least 90% of assets to income-focused investments, reflecting its emphasis on generating yields that surpass the average return of U.S. stocks.
Belonging to the "World Allocation" category, Capital Income Builder 529-C sources opportunities across regions and industries, with notable exposure to sectors like **information technology, industrials, financials, and health care**. The fund is actively managed by multiple portfolio managers and boasts a broad portfolio—over 2,100 holdings—including significant positions in major companies such as Broadcom, Philip Morris International, and Microsoft.
Its combination of diverse assets, quarterly dividend payouts, and a substantial asset base makes it a pivotal tool for investors seeking an income-oriented approach with global reach and balanced risk. The fund’s performance and expense details support its role as a robust selection in college savings and other long-term income strategies.
Fund Family Capital Group
Category Global Equity Income
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CIRCX
Share Class Class 529-c
Index MSCI AC World NR USD
CIRCX had a total return of 25.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.68%.
