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Morningstar

American Funds SMALLCAP World 529C CSPCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 50.46  /  1.27 %
  • Total Assets 65.1 Bil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.820%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSPCX

Will CSPCX 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 CSPCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSPCX 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 CSPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unmatched resources lead to an upgrade.

Senior Analyst

Summary

| by Stephen Welch

Increased confidence in American Funds SMALLCAP World’s experienced management team and its deep, globally based analyst team that is unrivaled in the global small/mid stock Morningstar Category earn its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver. Its pricier shares land at Silver.

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