American Funds Smallcap World’s big globally based team is unrivaled in the world small/mid-stock Morningstar Category. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while pricier ones land at Bronze.
American Funds SMALLCAP World 529E CSPEX
NAV / 1-Day Return
66.00
/
1.98
%
Total Assets
72.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.250%
Expense Ratio
1.250%
Fee Level
Low
Longest Manager Tenure
22.15
years
Category
World Small/Mid Stock
Investment Style
Mid GrowthMin. Initial Investment
250
Status
Open
TTM Yield
0.00%
Turnover
30%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A strong option for global small-cap exposure.
