CIRFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds Capital Income Bldr 529F (CIRFX) Ownership - Who owns American Funds Capital Income Bldr 529F?

The investment seeks (1) to provide a level of current income that exceeds the average yield on U... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CIRFX

Net Assets

111B

Fund Existence

over 22 years

Turnover

56.00

Total Expense Ratio

0.71

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.71

Assets in Top Ten Holdings

20B

Average Credit Quality

Average Effective Duration

4.27

Average Effective Maturity

6.51

Fund of Funds

Fund Share Class Net Assets

14.9K

Fund Type

OpenEnd

Index Fund

Management Fee

0.23

Modified Duration

4.70

No Load Fund

Yes

Number of Long Holdings

2157.00

Number of Net Holdings

2158.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.88%

Gain YTD

6.793

Annual Yield % from dividends

3.27

Returns for 1 year

10.65

Returns for 3 years

24.85

Returns for 5 years

59.72

Returns for 10 years

68.97

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details