Skip to Content

American Funds SMALLCAP World 529F CSPFX

Analyst rating as of
NAV / 1-Day Return
80.93  /  1.81 %
Total Assets
69.0 Bil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
Above Average
Longest Manager Tenure
21.26 years
Category
World Small/Mid Stock
Investment Style
Mid Growth
Min. Initial Investment
250
Status
Open
TTM Yield
0.00%
Turnover
38%
Premium

Morningstar’s Analysis

Will CSPFX outperform in future?

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

A Manager Departs American Funds SMALLCAP World; Ratings Unchanged

Analyst Note

| |

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.

Unlock our full analysis with Morningstar Premium