Skip to Content
Morningstar

American Funds Capital World Gr&Inc F1 CWGFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis CWGFX

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

  • People Pillar

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

Several management changes have not helped.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While American Funds Capital World Growth & Income’s management team has seen several changes resulting in a People rating downgrade to Average from Above Average, its sensible approach still makes it a decent global option at the right price.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor