SCWCX – Fund Analysis – American Funds SMALLCAP World C | Morningstar

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Will SCWCX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the SCWCX 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 SCWCX’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 Dec 1, 2023 Published on Dec 1, 2023

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