Morningstar

American Funds Capital World Growth and Income Fund® Class 529-A CWIAX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 79.12  /  −1.14 %
  • Total Assets 157.7B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.34%
  • Turnover 44%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CWIAX

Will CWIAX outperform in the 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 CWIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Strategy steady despite continued adjustments to the manager lineup.

Associate Analyst Stephanie Ting

Stephanie Ting

Associate Analyst

Summary

While American Funds Capital World Growth and Income’s management team continues to change, the strategy maintains a sound investment approach and remains a solid global core option.

by Stephanie Ting
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Portfolio Holdings CWIAX

More CWIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.95 9B
Technology

Broadcom Inc

3.85 6B
Technology

Capital Group Central Cash Fund

3.13 5B
Cash and Equivalents

Micron Technology Inc

2.72 4B
Technology

NVIDIA Corp

2.30 4B
Technology

Philip Morris International Inc

2.17 3B
Consumer Defensive

Alphabet Inc Class A

2.11 3B
Communication Services

Alphabet Inc Class C

1.99 3B
Communication Services

Amazon.com Inc

1.96 3B
Consumer Cyclical

Apple Inc

1.83 3B
Technology

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