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.
- NAV / 1-Day Return 55.31 / 0.24 %
- Total Assets 109.2 Bil
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Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.24%
- Turnover 32%
Morningstar’s Analysis CWICX
Will CWICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.