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American Funds Capital Income Bldr R6 (RIRGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Capital Income Bldr R6 (RIRGX) Fund

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Graph of American Funds Capital Income Bldr R6 Fund (RIRGX) ManagerFund Manager - James L. Lovelace

Fund Manager Information

Fund Manager Tenure: 25.9 years
Similar Funds: RIRAX  RIRBX  RIRCX  RIREX  RIRFX 
Fund Family: American Funds
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of American Funds Capital Income Bldr R6 Fund (RIRGX) ProfileAmerican Funds Capital Income Bldr R6 Fund (RIRGX) Profile

Fund Profile and Description

American Funds Capital Income Bldr R6 Fund seeks a level of current income and a growing stream of income over years. American Funds Capital Income Bldr R6 Fund normally invests at least 90% of assets in income-producing securities (with at least 50% of assets in equity securities). It invests primarily in a broad range of income-producing securities, including stocks and bonds. American Funds Capital Income Bldr R6 Fund may also invest significantly in securities of issuers domiciled outside the United States.

 

American Funds Capital Income Bldr R6 (RIRGX) Fund Strength What we like about American Funds Capital Income Bldr R6 (RIRGX) Fund

Data for American Funds Capital Income Bldr R6 Fund (RIRGX) as of May 30, 2016

  • American Funds Capital Income Bldr R6 Fund (RIRGX) management has been with American Funds Capital Income Bldr R6 Fund for 25.9 years
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has good short-term performance (1-year return -0.75% vs -4.40% World Allocation category median performance)
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has good mid-term performance (3-year return 5.70% vs 2.81% World Allocation category median performance)
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has good Long-term performance (5-year return 6.38% vs 3.40% World Allocation category median performance)
  • American Funds Capital Income Bldr R6 Fund (RIRGX) ratio of up-years vs down years is greater than 2
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Capital Income Bldr R6 Fund (RIRGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has an annual stock turnover rate of 63.00% vs World Allocation average of 877.79%. It is good that American Funds Capital Income Bldr R6 management does not trade extensively for its return.
  • American Funds Capital Income Bldr R6 Fund (RIRGX) has a lower expense ratio than its World Allocation average: 0.30% vs 1.07%
  • American Funds Capital Income Bldr R6 Fund (RIRGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Capital Income Bldr R6 Fund (RIRGX) Weakness What we are cautious about American Funds Capital Income Bldr R6 (RIRGX) Fund

Data for American Funds Capital Income Bldr R6 Fund (RIRGX) as of May 30, 2016

  • American Funds Capital Income Bldr R6 Fund (RIRGX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.73 that is higher than category average of 8.6
See American Funds Capital Income Bldr R6 Fund (RIRGX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Capital Income Bldr R6 Fund (RIRGX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Capital Income Bldr R65.20-0.755.706.38
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare
Fidelity Global Balanced (FGBLX)2.86-0.813.893.85Compare

See top fund managers for World Allocation Category Funds

 

Compare American Funds Capital Income Bldr R6 Fund (RIRGX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of American Funds Capital Income Bldr R6 Fund (RIRGX) Net Asset TrackingAmerican Funds Capital Income Bldr R6 (RIRGX) Fund Net Asset

Track net asset change of American Funds Capital Income Bldr R6 fund (RIRGX)

DateNet Asset
05/2016$99.62B
03/2016$98.16B
02/2016$93.03B
More historic net asset information on American Funds Capital Income Bldr R6 Fund (RIRGX)

  

Graph of American Funds Capital Income Bldr R6 Fund (RIRGX) Portfolio TrackingAmerican Funds Capital Income Bldr R6 (RIRGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Capital Income Bldr R6 fund (RIRGX)

DateCashStockBondOther
03/20162.46%79.52%16.27%1.45%
12/20152.33%79.82%17.08%0.63%
09/20152.36%78.19%17.94%1.34%
Click here to see more historic asset allocation information on American Funds Capital Income Bldr R6 Fund (RIRGX)

 

graph of American Funds Capital Income Bldr R6 Fund (RIRGX) Top 10 Position TrackingTop 10 Holdings in American Funds Capital Income Bldr R6 (RIRGX) Fund

Discover what American Funds Capital Income Bldr R6 Fund (RIRGX) manager is buying

Mar 30, 2016
Philip Morris International Inc [4.09%]
Verizon Communications Inc. Com [3.31%]
Altria Group, Inc. [2.6%]
GlaxoSmithKline PLC [1.92%]
Amgen Inc. [1.85%]
AbbVie Inc. Common Stock [1.82%]
Coca-Cola Company (The) Common [1.79%]
SSE PLC [1.78%]
AT&T Inc. [1.68%]
Imperial Brands PLC [1.63%]

Dec 30, 2015
Philip Morris International Inc [3.77%]
Verizon Communications Inc. Com [3.2%]
Altria Group, Inc. [2.68%]
Amgen Inc. [2.09%]
AbbVie Inc. Common Stock [1.99%]
SSE PLC [1.94%]
GlaxoSmithKline PLC [1.65%]
AT&T Inc. [1.51%]
National Grid PLC [1.5%]
Crown Castle International Corp [1.47%]

Sep 29, 2015
Philip Morris International Inc [3.23%]
Verizon Communications Inc. Com [3.07%]
Altria Group, Inc. [2.93%]
SSE PLC [1.98%]
Amgen Inc. [1.86%]
AbbVie Inc. Common Stock [1.83%]
NOVARTIS AG BASL [1.47%]
GlaxoSmithKline PLC [1.45%]
AT&T Inc. [1.41%]
Dominion Resources, Inc. Common [1.36%]
Click here for Stock Holding Change Map in American Funds Capital Income Bldr R6 Fund (RIRGX)

  

Latest News on American Funds Capital Income Bldr R6 (RIRGX) Fund

See what is happening with American Funds Capital Income Bldr R6 Fund (RIRGX)

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American Funds Capital Income Bldr R6 Fund (RIRGX) Related ResourcesSee more information on American Funds Capital Income Bldr R6 (RIRGX) Fund

Popular pages on American Funds Capital Income Bldr R6 (RIRGX) Fund

  

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