American Funds Capital Inc Bldr 529B
333 S Hope St - 55th FL (micg) Los Angeles CA 90071
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Phone: 800-325-3590
| Category: | World Allocation | | Fund Family: | American Funds | | Net Assets: | 170.36M | | Year-to-Date Return: | -12.17% | | Yield: | 3.63% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Feb-02 |
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James B. Lovelace
Lead Manager since
01-Jan-92 | | | Lovelace is a vice president and portfolio manager with Capital Research and Management Company. He joined the company in 1982. Lovelace holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide you with a level of current income that exceeds the average yield on U.S. stocks generally and a growing stream of income over the years. The fund invests primarily in a broad range of income-producing securities, including stocks with a history of, or potential for, increasing dividends. It may also invest significantly in non-U.S. securities. |
| Last Dividend
(19-Sep-08):
| 0.41 | | Last Cap Gain
(20-Dec-07):
| 2.40 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 50.86% |
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| Expense | CIRBX | Category
Avg | | Total Expense Ratio: | 1.44%
| 1.17% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 5.00%
| 2.39% | | 3 Yr Expense Projection*: |
$901 | $684 | | 5 Yr Expense Projection*: |
$1,055 | $1,055 | | 10 Yr Expense Projection*: |
$1,628 | $2,095 |
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1.49% Nasdaq 
0.27%
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