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.
American Funds Capital World Gr&Inc 529A CWIAX
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 BlendMin. 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.
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.
Still changing, but has some strengths.
