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Capital Income Builder Class 529-e Shares: (MF: CIREX)

(NASDAQ Mutual Funds) As of Nov 11, 2026 06:48 PM ET

$83.93 USD

+0.33 (0.39%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.76 62
3 months -0.87 60
6 months 5.10 62
1 Year 9.97 54
3 Year 15.47 43
5 Year 8.26 55
10 Year 7.23 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 98.75
Bear Market (10/07 - 2/09) -42.54
Bull Market (2/09 - 3/21) 345.99

Load Adjusted Returns as of Sep 30, 2026

1 Year 9.97
5 Year 8.25
10 Year 7.23
Since Inception 8.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.57 6.03 -0.87 NA
2025 5.03 6.65 4.04 3.00
2024 3.67 0.58 8.65 -2.93
2023 1.99 1.40 -3.79 9.22
2022 -1.87 -8.11 -7.64 10.38
2021 4.88 4.50 -1.76 5.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.7620.059.968.67-8.0813.703.0117.05-7.3013.876.58
% Total Return Rel to Index -5.971.83-15.05-17.5710.12-14.97-15.38-14.43-2.91-7.92-5.35
% Total Return Rel to Peer -2.206.59-1.67-0.70-1.10-7.29-2.13-4.93-0.28-0.23-4.77
% Perf Quintile vs Peer* 4.001.004.003.004.005.004.005.004.003.005.00
% Dividends 1.272.122.122.051.501.421.981.911.951.951.85
% Yield 2.452.542.902.952.311.953.032.893.342.963.09
Capital Gains ($) 0.003.601.650.070.000.000.000.590.000.790.00
Expense Ratio 0.840.840.850.870.850.850.860.880.880.900.92

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