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Capital Income Builder Class 529-c Shares: (MF: CIRCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$78.37 USD

+0.07 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.70 54
3 months 7.01 60
6 months 11.35 33
1 Year 20.79 14
3 Year 14.47 43
5 Year 8.99 73
10 Year 7.68 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.50
Bear Market (10/07 - 2/09) -42.39
Bull Market (2/09 - 3/21) 279.50

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.21
5 Year 7.86
10 Year 6.79
Since Inception 7.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.89 6.51 3.90 2.86
2024 3.52 0.45 8.51 -3.07
2023 1.84 1.27 -3.93 9.09
2022 -2.00 -8.22 -7.76 10.22
2021 4.76 4.37 -1.89 5.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.7019.409.398.09-8.5513.112.4716.45-7.8013.256.02
% Total Return Rel to Index 1.691.18-15.63-18.149.64-15.56-15.93-15.04-3.41-8.54-5.91
% Total Return Rel to Peer -0.335.94-2.25-1.28-1.58-7.88-2.68-5.53-0.78-0.85-5.33
% Perf Quintile vs Peer* 4.001.000.003.004.005.004.005.004.004.005.00
% Dividends 0.001.711.741.691.141.051.631.581.611.571.53
% Yield 0.002.052.372.361.741.442.492.392.762.392.57
Capital Gains ($) 0.003.601.650.070.000.000.000.590.000.790.00
Expense Ratio 0.001.371.381.411.381.371.381.401.421.441.46

* 1 = Top 20%, 5 = Bottom 20%