Capital Mutual Fund Quote


USD 57.84  0.45  0.78%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Capital Income is trading at 57.84 as of the 2nd of October 2022; that is 0.78 percent up since the beginning of the trading day. The fund's open price was 57.39. Capital Income has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 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 8th of August 2021 and ending today, the 2nd of October 2022. Click here to learn more.
The investment seeks to provide a level of current income that exceeds the average yield on U.S. stocks generally and to provide a growing stream of income over the years. Capital Income is traded on NASDAQ Exchange in the United States. More on Capital Income Builder

Moving together with Capital Income

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Capital Income 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.
Capital Income generated a negative expected return over the last 90 days
Capital Income is unlikely to experience financial distress in the next 2 years
On 13th of September 2022 Capital Income paid $ 0.4152 per share dividend to its current shareholders
Latest headline from Government releases guide on the application process for the Building Safety Fund - IFSEC Global
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Capital Income's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate1st of January 1992
Capital Income Builder [RIREX] is traded in USA and was established 2nd of October 2022. The fund is listed under World Allocation category and is part of American Funds family. Capital Income Builder at this time has accumulated 108.6 B in assets with no minimum investment requirements, while the total return for the last 3 years was 1.58%.
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 Constituents

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 about 98.0%. 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 has a beta of 0.6265 indicating as returns on the market go up, Capital Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital Income Builder will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Capital Income Builder is significantly underperforming DOW.
  Odds Below 57.84HorizonTargetOdds Above 57.84
2.19%90 days
Based on a normal probability distribution, the odds of Capital Income to move above the current price in 90 days from now is about 98.0 (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 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.

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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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 Shape 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.
Additionally, take a look at Your Equity Center. 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

Complementary Tools for Capital Mutual Fund analysis

When running Capital Income Builder 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 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 Capital Income value 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.