Skip to Content

American Funds Capital World Gr&Inc A CWGIX

Analyst rating as of
NAV / 1-Day Return
65.53  /  0.85 %
Total Assets
125.6 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Low
Longest Manager Tenure
15.71 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.39%
Turnover
36%
Premium

Morningstar’s Analysis

Will CWGIX outperform in future?

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

Manager Departure at American Funds Capital World Growth & Income, Ratings Unchanged.

Associate Director

Analyst Note

| |

David Riley has stepped off of American Funds Capital World Growth & Income’s now seven-person management team in anticipation of retiring at year-end from American Funds’ parent Capital Group. Manager Sung Lee, who heads up this fund's team, is running the assets that had been allocated to Riley until an oversight committee decides on their permanent home. The committee could decide to spread those assets across the remaining managers, bring on another experienced manager, or give them to an undisclosed manager on the fund who has done well and is ready to be named publicly.

Unlock our full analysis with Morningstar Premium