Coming Soon: See a Preview of Our New Fund sheet Quote Page For site questions or to provide feedback: send us an e mail. Fact Sheet as of 12/ 31/ The iShares U. preferred stocks. CAIBX: American Funds Capital Income Bldr A ETF Factsheet Filling American Funds Capital Income Bldr A ( CAIBX) ETF - Get Factsheet Filing investments, caibx management discussion, ETF basics, performance, portfolio holdings, investment changes, financial statements, financial notes fees & expenses for American Funds Capital Income Bldr A ( CAIBX) ETFs. 00 Net Assets Short - 48. caibx Oakmark Equity Income Fund' s annual expenses to 1% of fact its average net assets through January 31 fact .
preferred stocks which have characteristics of bonds ( pay a fixed dividend) stocks ( caibx represent ownership in a company). Easy fact C Facts: These fact sheets are easy to understand,. American Funds American Balanced A A Mutual Fund Fourth Quarter Fund Fact SheetKey sheet Facts INVESTMENT ADVISOR: Capital Research and Management Company. 6 PORTFOLIO COMPOSITION % Net Assets Long 98. 02 SECTOR WEIGHTINGS ( % ) * LONG SHORT GROSS NET Communication Services 8. Check out our sheet fact sheet on prisoners and HCV.
Absent this expense limitation, the Fund' s total return would have been lower. caibx FUND FACTS FUND sheet Number of caibx sheet Holdings 58 Total Net Assets ( mil) $ 939. It is educational in nature strategy, plan feature , not designed to fact be a recommendation for any specific investment product other purposes. Market Cap is the market price caibx of an entire company. 28 0% 2% 4% 6% Ann Alpha 5.
- Taxable Income Fund. 72 Gross Exposure ( Long + Short) fact 146. Preferred Stock ETF seeks to track the investment results of an index composed of U. SmallCap Dividend Fund* seeks to track the investment results of dividend- paying small- cap companies fact in the U. Price - to- Cash. caibx Calamos Phineus Long Short Fund Fact Sheet Understanding Fund Expenses – Long/ Short Equity fact Funds Funds that employ long and short strategies have different expenses to become familiar with. Value of a $ 10 000 caibx Investment ( ClassI) $ 0 k $ 5 k $ 10 k $ caibx 15 k $ 20 k $ 25 k $ 30 k 12/ 08 12/ 11 12/ 14 12/ 17 Seeks long- term capital appreciation income.
Portfolio Statistics ( 5 Years as of 12/ 31/ 18 for Class A) Alger Growth & Income Fund S& P 500 Index Alpha- 0. 00 Standard Deviation 10. Mutual fund overview for American Funds Capital Income Builder; A ( CAIBX), from MarketWatch. Search Literature. Search by title, subject, literature number, fund or cover description.
caibx fact sheet
Quarterly fund fact sheet— A — Capital Income Builder. Franklin Strategic Income Fund Fact Sheet Author: muddin1 Subject: A single- page data sheet describing the Franklin Strategic Income Fund' s objective, portfolio. Federated Strategic Value Dividend Fund VALUE Growth Over Time.