Capital Income Builder Fund Quote

RIRGX Fund  USD 68.12  0.58  0.86%   

Performance

9 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Capital Income is trading at 68.12 as of the 28th of March 2024; that is 0.86% increase since the beginning of the trading day. The fund's open price was 67.54. Capital Income has about a 38 percent probability of financial distress in the next few 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 7th of June 2022 and ending today, the 28th of March 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

  0.9AMECX Income FundPairCorr
  0.8REJTX American Funds 2015PairCorr
  0.84RNEBX New World FundPairCorr
  0.92AMFCX American Mutual FundPairCorr
  0.86AMFFX American Mutual FundPairCorr
  0.9RNCCX American Funds IncomePairCorr

Capital Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Capital Income's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital Income or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Funds, Large Value Funds, World Allocation Funds, World Allocation, American Funds (View all Sectors)
Update Date31st of March 2024
Capital Income Builder [RIRGX] is traded in USA and was established 28th of March 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 2.91% with the current yeild of 0.04%, while the total return for the last 3 years was 5.05%.
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
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Capital Income Target Price Odds Analysis

Based on a normal probability distribution, the odds of Capital Income jumping above the current price in 90 days from now is near 1%. The Capital Income Builder probability density function shows the probability of Capital Income mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Capital Income Builder has a beta of -0.2765 indicating as returns on benchmark increase, returns on holding Capital Income are expected to decrease at a much lower rate. During the bear market, however, Capital Income Builder is likely to outperform the market. Additionally, capital Income Builder has an alpha of 0.0809, implying that it can generate a 0.0809 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 68.12HorizonTargetOdds Above 68.12
99.11%90 days
 68.12 
0.84%
Based on a normal probability distribution, the odds of Capital Income to move above the current price in 90 days from now is near 1 (This Capital Income Builder probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .

Capital Income Top Holders

RDATXAmerican Funds 2010Mutual FundTarget-Date 2000-2010
CCBTXAmerican Funds 2015Mutual FundTarget-Date 2015
RNCCXAmerican Funds IncomeMutual FundAllocation--30% to 50% Equity
CCDTXAmerican Funds 2025Mutual FundTarget-Date 2025
FAATXAmerican Funds 2010Mutual FundTarget-Date 2000-2010
RHRPXAmerican Funds RetirementMutual FundAllocation--50% to 70% Equity
RBDTXAmerican Funds 2025Mutual FundTarget-Date 2025
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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

Picking the right benchmark for Capital Income mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Capital Income mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Capital Income is critical whether you are bullish or bearish towards Capital Income Builder at a given time. Please also check how Capital Income's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Capital Income without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Capital Mutual Fund?

Before investing in Capital Income, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Capital Income. To buy Capital Income fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Capital Income. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Capital Income fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Capital Income Builder fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Capital Income Builder fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Capital Income Builder, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Capital Income Builder?

The danger of trading Capital Income Builder is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Capital Income is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Capital Income. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Capital Income Builder is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Capital Income Builder. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Capital Income Builder information on this page should be used as a complementary analysis to other Capital Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Complementary Tools for Capital Mutual Fund analysis

When running Capital Income's price analysis, check to measure Capital Income's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital Income is operating at the current time. Most of Capital Income's value examination focuses on studying past and present price action to predict the probability of Capital Income's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital Income's price. Additionally, you may evaluate how the addition of Capital Income to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Capital Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.