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Morningstar

American Funds SMALLCAP World 529A CSPAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 63.17  /  −0.58 %
  • Total Assets 69.7 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 PM GMT+0

Morningstar’s Analysis CSPAX

Will CSPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSPAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unmatched resources.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds SMALLCAP World’s veteran group and unrivaled resources in a category with limited passive options make it a solid pick.

by Stephen Welch
Rated on Published on

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Portfolio Holdings CSPAX

More CSPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

3.83 2.9 Bil
Cash and Equivalents

Cash And Other Assets Less Liablities

1.61 1.2 Bil
Cash and Equivalents

Saia Inc

1.27 948.9 Mil
Industrials

TopBuild Corp

1.17 871.3 Mil
Industrials

Molina Healthcare Inc

1.06 791.9 Mil
Healthcare

Ares Management Corp Ordinary Shares - Class A

0.92 686.3 Mil
Financial Services

Comfort Systems USA Inc

0.84 626.5 Mil
Industrials

Evolution AB

0.82 610.0 Mil
Consumer Cyclical

Kokusai Electric Corp

0.72 537.5 Mil
Technology

Tube Investments of India Ltd Ordinary Shares

0.65 486.4 Mil
Industrials