American Funds Capital Inc Bldr R4

Ticker: RIREX


Investment Objective
The fund seeks to provide a level of current income that exceeds the average yield on US stocks generally and a growing stream of income over the years as primary investment objectives. Its secondary objective is to provide growth of capital.

Investment Strategy
The fund invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide you with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500. The fund may also invest significantly in common stocks, bonds and other securities of issuers domiciled outside the United States, including developing countries.

 Morningstar Category
 World Allocation
 Morningstar Style Box
  Style Box not available
CUSIP: 140193848
General Information
Expense Ratio: 0.7%
Inception Date: 05/20/2002
Fund Manager: Team Managed
Managed Fund Since:
Fund Phone Number: 800-421-0180
Fund Website: www.americanfunds.com
Top 5 Holdings (as of 12/31/2009 )
AT&T, Inc.  2.05 %
Philip Morris International Inc  2.00 %
Banco Santander SA  1.88 %
Merck & Co., Inc.  1.46 %
America Movil S.A.B. de C.V. ADR L  1.19 %

Be aware that there are significant differences in risk among investment asset classes. Refer to the investment pyramid for a complete listing of disclosures. Shares of a mutual fund will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Refer to the fund’s prospectus for complete information on the risks and expenses involved with a particular investment. Please note that some fund companies may waive a portion of these expenses.

International investing involves special risks not found in domestic investing, including increased political, social, economic and currency instability.

The program(s) include certain services provided by Lincoln Financial Advisors Corp. (LFA), a broker-dealer (member FINRA) and an affiliate of Lincoln Financial Group, 1300 S. Clinton St., Fort Wayne, IN 46802. Unaffiliated broker-dealers also may provide services to customers.

This information must be preceded or accompanied by prospectuses for the funds listed. The most current information on a specific mutual fund, including risk, fees and expenses can be viewed online at www.LincolnAlliance.com. Paper copies of prospectuses can be requested by calling 800-234-3500. Read the prospectus carefully before investing.

The Morningstar® category is assigned based on the underlying securities in each portfolio as measured by the portfolio statistics and compositions over the past three years.

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The mutual fund information is compiled by NewRiver, Inc., from documents filed with the Securities & Exchange Commission’s EDGAR database. The information is provided on an ‘as is’ basis and without warranties.