Capital Income Builder Fund Quote

RIREX Fund  USD 68.37  0.25  0.36%   


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Odds Of Distress

Less than 21

Capital Income is trading at 68.37 as of the 22nd of June 2024; that is -0.36% down since the beginning of the trading day. The fund's open price was 68.62. Capital Income has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Capital Income Builder are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of May 2024 and ending today, the 22nd of June 2024. Click here to learn more.
The fund normally will invest at least 90 percent of its assets in income-producing securities . It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. More on Capital Income Builder

Moving together with Capital Mutual Fund

  0.92AMECX Income FundPairCorr
  0.94RNEBX New World FundPairCorr
  0.91AMFCX American MutualPairCorr
  0.91AMFFX American MutualPairCorr
  0.93RNCCX American Funds IncomePairCorr
  0.85FPPPX American Funds PresePairCorr

Capital Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Value Funds, World Allocation Funds, World Allocation, American Funds (View all Sectors)
Update Date30th of June 2024
Capital Income Builder [RIREX] is traded in USA and was established 22nd of June 2024. Capital Income is listed under American Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of American Funds family. This fund at this time has accumulated 104.49 B in assets with no minimum investment requirementsCapital Income Builder is currently producing year-to-date (YTD) return of 4.86% with the current yeild of 0.03%, while the total return for the last 3 years was 3.91%.
Check Capital Income Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Income Builder Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Capital Income Builder Mutual Fund Constituents

LMTLockheed MartinStockIndustrials
ABBVAbbVie IncStockHealth Care
AMGNAmgen IncStockHealth Care
AVGOBroadcomStockInformation Technology
CCICrown CastleStockReal Estate
DDominion EnergyStockUtilities
GILDGilead SciencesStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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Capital Income Builder Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Capital Income market risk premium is the additional return an investor will receive from holding Capital Income long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Capital Income. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Capital Income's alpha and beta are two of the key measurements used to evaluate Capital Income's performance over the market, the standard measures of volatility play an important role as well.

Capital Income Against Markets

Other Information on Investing in Capital Mutual Fund

Capital Income financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Income security.
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