American Funds Capital Income Builder®

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American Funds Capital Income Bldr F1 (CIBFX)
Type
Open-end mutual fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
11.62%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
37
holdings flagged
12%
of assets flagged
This fund contains
 $12.27 BILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
6 holdings
0.87% of assets
$919.22 MILLION invested
banks
Banks and lenders
10 holdings
4.94% of assets
$5.22 BILLION invested
consumers
Major consumer brands
24 holdings
6.27% of assets
$6.63 BILLION invested
Commodity producers
Commodity producers
6 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
6 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Mitsubishi Corp
    Palm oil producer
    0.33%0.33% of portfolio
    $349.78M$349.78M invested
    Palm oil producer
  • 2. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.22%0.22% of portfolio
    $236.63M$236.63M invested
    Timber producerRubber producerPaper/pulp producer
  • 3. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.14%0.14% of portfolio
    $152.32M$152.32M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 4. WH Group Ltd Shs Unitary 144A/Reg S
    Cattle producer
    0.11%0.11% of portfolio
    $115.4M$115.4M invested
    Cattle producer
  • 5. UPM-Kymmene Oyj
    Timber producerPaper/pulp producer
    0.03%0.03% of portfolio
    $32.78M$32.78M invested
    Timber producerPaper/pulp producer
View next 1
Banks and lenders
Banks and lenders
10 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
10 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    1.7%1.7% of portfolio
    $1.79B$1.79B invested
  • 2. Morgan Stanley
    1.23%1.23% of portfolio
    $1.3B$1.3B invested
  • 3. DBS Group Holdings Ltd
    0.57%0.57% of portfolio
    $604.66M$604.66M invested
  • 4. ING Groep NV
    0.56%0.56% of portfolio
    $596.17M$596.17M invested
  • 5. Banco Bilbao Vizcaya Argentaria SA
    0.24%0.24% of portfolio
    $248.75M$248.75M invested
View next 5
Major consumer brands
Major consumer brands
24 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
24 HOLDINGS
  • % of portfolio
    $ invested
  • 1. McDonald's Corp
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.96%0.96% of portfolio
    $1.01B$1.01B invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.71%0.71% of portfolio
    $753.74M$753.74M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 3. Mondelez International Inc Class A
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.68%0.68% of portfolio
    $716.37M$716.37M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Lvmh Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.45%0.45% of portfolio
    $478.74M$478.74M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. RELX PLC
    Paper/pulp major consumer brand
    0.37%0.37% of portfolio
    $385.56M$385.56M invested
    Paper/pulp major consumer brand
View next 5
View more info
DATA AS OF 31 Dec 2024
Financial performance
Performance data provided byMorningstarFind more financial data on CIBFX at Morningstar.com
Current fund
CIBFX
American Funds Capital Income Builder®
Family
American Funds/Capital Group
Category
Global Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.53% less in annualized returns
More invested in commodity producers 
0.69% more invested
More invested in banks and lenders 
2.35% more invested
Less invested in major consumer brands 
5.53% less invested
Current fund
CIBFX
American Funds Capital Income Builder®
Family
American Funds/Capital Group
Category
Global Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.53% less in annualized returns
More invested in commodity producers 
0.69% more invested
More invested in banks and lenders 
2.35% more invested
Less invested in major consumer brands 
5.53% less invested
Current fund
CIBFX
American Funds Capital Income Builder®
Family
American Funds/Capital Group
Category
Global Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.53% less in annualized returns
More invested in commodity producers 
0.69% more invested
More invested in banks and lenders 
2.35% more invested
Less invested in major consumer brands 
5.53% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
CIBFX - American Funds Capital Income Builder®
12%
6.03%
10%
5.93%
0.87% 
Benchmark
IVV - iShares Core S&P 500 ETF
8.22%
9.03%
19%
12%
0.19% 
Fund compared to benchmark
 
3.4%
-3%
-8.12%
-6.53%
0.69%  higher
Find more financial data on CIBFX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
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