Skip to Content

American Funds Capital World Gr&Inc 529A CWIAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 55.15  /  0.00
  • Total Assets 107.4 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • 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 1.85%
  • Turnover 32%

Morningstar’s Analysis CWIAX

Will CWIAX outperform in future?

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

A flexible, global approach with robust resources.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Despite some personnel turnover, American Funds Capital World Growth & Income’s prudent approach, skilled managers, 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWIAX

  • Current Portfolio Date
  • Equity Holdings 328
  • Bond Holdings 11
  • Other Holdings 7
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

3.89
4,346,387,113
Cash and Equivalents
3.59
4,011,885,436
Technology
3.55
3,972,569,370
Technology
2.30
2,567,194,900
Technology
1.87
2,095,175,608
Healthcare
1.78
1,994,788,569
Consumer Cyclical
1.75
1,955,494,816
Technology
1.57
1,749,797,890
Consumer Defensive
1.43
1,593,929,636
Healthcare
1.43
1,592,677,184
Healthcare