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Morningstar

American Funds SMALLCAP World 529E CSPEX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 57.47  /  0.56 %
  • Total Assets 64.5 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.260%
  • Distribution Fee Level Low
  • 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 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CSPEX

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

People Pillar

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

The Parent Pillar is our rating of CSPEX’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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