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.
Morningstar’s Fund Analysis CWIAX
Will CWIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CWIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.