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CIREX American Funds Capital Income Bldr 529E Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), ABBVIE (NYSE:ABBV), Philip Morris International (NYSE:PM), Gilead Sciences (NASDAQ:GILD), Abbott Laboratories (NYSE:ABT).

Industry description

The investment seeks (1) to provide a level of current income that exceeds the average yield on U.S. stocks generally and (2) to provide a growing stream of income over the years. The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity 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. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.

Market Cap

The average market capitalization across the American Funds Capital Income Bldr 529E MF is 950.66B. The market cap for tickers in the group ranges from 31.08B to 3.28T. MSFT holds the highest valuation in this group at 3.28T. The lowest valued company is VICI at 31.08B.

Volume

The average weekly volume growth across all stocks in the American Funds Capital Income Bldr 529E MF was 23%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 31
P/E Growth Rating: 58
Price Growth Rating: 47
SMR Rating: 30
Profit Risk Rating: 29
Seasonality Score: 8 (-100 ... +100)
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published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Global Moderately Aggressive Allocation
Address
Capital Income Builder Inc333 S Hope St - 55th Fl (MICG)Los Angeles
Phone
213-486-9200
Web
www.americanfunds.com
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CIREX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CIREX has been closely correlated with RIRCX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if CIREX jumps, then RIRCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CIREX
1D Price
Change %
CIREX100%
N/A
RIRCX - CIREX
100%
Closely correlated
N/A
RIREX - CIREX
100%
Closely correlated
N/A
RCEEX - CIREX
100%
Closely correlated
N/A
CAIBX - CIREX
100%
Closely correlated
N/A
CIRFX - CIREX
100%
Closely correlated
N/A
More
American Funds Capital Income Bldr 529E (CIREX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com