American Funds Capital Income Builder®

Shareclass
American Funds Capital Income Bldr R6 (RIRGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Funds Capital Income Builder®

FUND COVERAGE
# of holdings242
% of assets71%
Score
58 / 100
Rank

98.8 percentile

Group: Allocation

Rank: #9 out of 653

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 0.22%
         $USD invested: $264.78M
  • 2. Transurban Group
         % of fund invested: 0.07%
         $USD invested: $79.95M
  • 3. AstraZeneca PLC
         % of fund invested: 0.88%
         $USD invested: $1.05B
  • 4. Standard Chartered PLC
         % of fund invested: 0.07%
         $USD invested: $80.96M
  • 5. GSK PLC
         % of fund invested: 0.06%
         $USD invested: $68.62M
  • 6. National Grid PLC
         % of fund invested: 0.37%
         $USD invested: $440.24M
  • 7. Publicis Groupe SA
         % of fund invested: 0.39%
         $USD invested: $467.36M
  • 8. NatWest Group PLC
         % of fund invested: 0.72%
         $USD invested: $861.36M
  • 9. Sanofi SA
         % of fund invested: 0.62%
         $USD invested: $743.85M
  • 10. Procter & Gamble Co
         % of fund invested: 0.14%
         $USD invested: $165.86M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Houlihan Lokey Inc Class A
         % of fund invested: 0.03%
         $USD invested: $40.13M
  • 2. PACCAR Inc
         % of fund invested: 0.07%
         $USD invested: $86.81M
  • 3. Canadian Natural Resources Ltd
         % of fund invested: 0.74%
         $USD invested: $888.23M
  • 4. TPG Inc Ordinary Shares - Class A
         % of fund invested: 0.26%
         $USD invested: $310.23M
  • 5. Galaxy Entertainment Group Ltd
         % of fund invested: 0.1%
         $USD invested: $116.92M
  • 6. South Bow Corp
         % of fund invested: 0.26%
         $USD invested: $317.25M
  • 7. WH Group Ltd Shs Unitary 144A/Reg S
         % of fund invested: 0.12%
         $USD invested: $138.85M
  • 8. SouthState Bank Corp
         % of fund invested: 0.07%
         $USD invested: $86.98M
  • 9. Mitsubishi Corp
         % of fund invested: 0.31%
         $USD invested: $370.07M
  • 10. UDR Inc
         % of fund invested: 0.11%
         $USD invested: $132.14M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Funds Capital Income Builder®

Totals

Holdings
Assets
Weight
Prisons
7
$3.15B
2.63%
     Prisons high risk
1
$65.41M
0.05%
     Private prisons
0
$0
0%
Borders
9
$6.34B
5.29%
     Borders high risk
4
$2.97B
2.47%
Total
13
$7.57B
6.31%
Full fund results

Holdings — 13 flagged holdings

1.
RTX Corp
Borders
$2.42B
2.01%
Borders :
$2.42B
2.01%
2.
Microsoft Corp
Prisons
Borders
$1.83B
1.52%
Prisons
Borders :
$1.83B
1.52%
3.
Accenture PLC Class A
Borders
$711.87M
0.59%
Borders :
$711.87M
0.59%
4.
McDonald's Corp
Prisons
$622.23M
0.52%
Prisons
$622.23M
0.52%
5.
AT&T Inc
Borders
$436.61M
0.36%
Borders :
$436.61M
0.36%
6.
Yum Brands Inc
Prisons
$420.64M
0.35%
Prisons
$420.64M
0.35%
7.
RELX PLC
Borders
$372.26M
0.31%
Borders :
$372.26M
0.31%
8.
Northrop Grumman Corp
Borders
$265.9M
0.22%
Borders :
$265.9M
0.22%
9.
Airbus SE
Borders
$219.03M
0.18%
Borders :
$219.03M
0.18%
10.
Restaurant Brands International Inc
Prisons
$127.74M
0.11%
Prisons
$127.74M
0.11%
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