American Funds SMALLCAP World Fund® Class 529-A CSPAX Strategy
Strategy
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
SCWFX
| American Funds SMALLCAP World Fund® Class F-1 | No Load | Open | $425.47M | 1.070% | Below Average | $250 | −$47.25M | |||
SMCFX
| American Funds SMALLCAP World Fund® Class F-2 | No Load | Open | $12.36B | 0.760% | Low | $250 | $826.28M | |||
FSFWX
| American Funds SMALLCAP World Fund® Class 529-F-3 | No Load | Open | $67,076.00 | 0.700% | Low | $250 | $111.54 | |||
FSWFX
| American Funds SMALLCAP World Fund® Class 529-F-2 | No Load | Open | $356.89M | 0.760% | Low | $250 | $3.05M | |||
SFCWX
| American Funds SMALLCAP World Fund® Class F-3 | Institutional | Open | $8.14B | 0.650% | Low | $1M | −$55.06M | |||
SMCWX
| American Funds SMALLCAP World Fund® Class A | Front Load | Open | $30.35B | 1.030% | Low | $250 | −$2.19B | |||
CSPAX
| American Funds SMALLCAP World Fund® Class 529-A | Front Load | Open | $1.75B | 1.040% | Low | $250 | −$114.95M | |||
SCWCX
| American Funds SMALLCAP World Fund® Class C | Level Load | Open | $270.50M | 1.770% | Low | $250 | −$58.56M | |||
CSPCX
| American Funds SMALLCAP World Fund® Class 529-C | Level Load | Open | $27.86M | 1.810% | Low | $250 | −$4.44M | |||
CSPEX
| American Funds SMALLCAP World Fund® Class 529-E | Level Load | Open | $49.89M | 1.250% | Low | $250 | −$6.88M | |||
RSLFX
| American Funds SMALLCAP World Fund® Class R-5 | Retirement, Large | Open | $242.99M | 0.700% | Low | $250 | −$67.85M | |||
RLLGX
| American Funds SMALLCAP World Fund® Class R-6 | Retirement, Large | Open | $35.35B | 0.650% | Low | $250 | −$775.68M | |||
RSLDX
| American Funds SMALLCAP World Fund® Class R-5E | Retirement, Large | Open | $245.64M | 0.800% | Average | $250 | −$6.86M | |||
RSLCX
| American Funds SMALLCAP World Fund® Class R-3 | Retirement, Medium | Open | $715.75M | 1.300% | Below Average | $250 | −$67.44M | |||
RSLEX
| American Funds SMALLCAP World Fund® Class R-4 | Retirement, Medium | Open | $588.78M | 1.000% | Low | $250 | −$59.19M | |||
RSLBX
| American Funds SMALLCAP World Fund® Class R-2 | Retirement, Small | Open | $437.54M | 1.740% | Below Average | $250 | −$55.74M | |||
RSLAX
| American Funds SMALLCAP World Fund® Class R-1 | Retirement, Small | Open | $43.30M | 1.740% | Below Average | $250 | −$3.14M | |||
RSEBX
| American Funds SMALLCAP World Fund® Class R-2E | Retirement, Small | Open | $37.46M | 1.450% | Low | $250 | −$3.53M |
United States