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American Funds SMALLCAP World 529E CSPEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
83.64  /  0.58 %
Total Assets
81.2 Bil
Adj. Expense Ratio
1.280%
Expense Ratio
1.280%
Fee Level
Low
Longest Manager Tenure
21.65 years
Category
World Small/Mid Stock
Investment Style
Mid Growth
Min. Initial Investment
250
Status
Open
TTM Yield
0.00%
Turnover
38%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will CSPEX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the CSPEX 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

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

A Manager Departs American Funds SMALLCAP World; Ratings Unchanged

Analyst

Analyst Note

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American Funds SMALLCAP World manager Dylan Yolles left the fund and parent firm Capital Group on Feb. 4, 2021. Yolles had an undisclosed consensual relationship with a Capital Group associate, in violation of the company's code of conduct, and he tendered his resignation upon disclosing the relationship. Yolles' departure, though abrupt, does not alter the strategy's Morningstar Analyst Rating range of Silver to Bronze, depending on share class fees.

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