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American Funds Capital World Gr&Inc 529A CWIAX

Analyst rating as of
NAV / 1-Day Return
53.64  /  0.09 %
Total Assets
108.1 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
16.54 years
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.83%
Turnover
32%

Morningstar’s Fund Analysis CWIAX

Will CWIAX outperform in future?

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

Still changing, but has some strengths.

Summary

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While American Funds Capital World Growth & Income’s management team has changed a bit recently, its sensible approach and deep analytical resources earn its cheapest U.S.-based and Luxembourg-domiciled share classes a Morningstar Analyst Rating of Silver. Its pricier classes land at Bronze.

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