About RIREX
American Funds Capital Income Builder R-4 is a global allocation mutual fund designed to deliver a high level of current income while also pursuing long-term capital growth. Managed by Capital Research and Management Company, a firm with decades of experience and a disciplined, research-driven approach, the fund primarily invests in a diversified mix of dividend-paying equities and income-producing securities from companies worldwide. Its primary goal is to provide income exceeding the average yield of U.S. stocks and to grow that income stream over time, making it well-suited for investors seeking conservative income with potential for wealth accumulation.
The fund's portfolio spans multiple sectors, including technology, healthcare, consumer defensive, real estate, industrials, and financial services. As of the latest data, notable holdings include Broadcom Inc., Philip Morris International, Microsoft Corp, and AbbVie Inc. The strategy emphasizes quality and dividend sustainability, reflecting a historical resistance to market declines and an intent to outpace inflation through prudent security selection. With an expense ratio of 0.62%, Capital Income Builder R-4 is commonly utilized in retirement and institutional plans seeking reliable, growing distributions along with moderate growth potential.
Fund Family Capital Group
Category Global Equity Income
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RIREX
Share Class Class R-4
Index MSCI AC World NR USD
RIREX had a total return of 15.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.68%.
