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American Funds Capital World Bond 529E CCWEX

Analyst rating as of
  • NAV / 1-Day Return 16.67  /  0.24 %
  • Total Assets 9.9 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.100%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.81%
  • Effective Duration 7.13 years

Morningstar’s Analysis CCWEX

Will CCWEX outperform in future?

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

Recent changes haven’t yet differentiated this offering.



American Funds Capital World Bond has seen changes to its team and approach in recent years, some of which are encouraging, but the firm’s multimanager model has yet to differentiate it from its global bond peers. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.

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