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American Funds Capital World Gr&Inc 529A CWIAX

Analyst rating as of
NAV / 1-Day Return
60.72  /  0.91 %
Total Assets
112.4 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
15.09 years
Category
World Large Stock
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.18%
Turnover
36%
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Morningstar’s Analysis

Will CWIAX outperform in future?

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Management Shuffle at American Funds Capital World Growth & Income

Analyst Note

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Lara Pellini will publicly join American Funds Capital World Growth & Income’s management team in February 2021, American Funds’ parent Capital Group has said. Pellini, who had been an undisclosed manager on the strategy for more than two years, joins as longtime manager Joyce Gordon departs to focus on other American Funds strategies, the firm said. American Funds Capital World Growth & Income will still have an experienced nine-person management team from two Capital Group equity subsidiaries, so the Morningstar Analyst Ratings of its 17 share classes remain the same.

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