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American Funds Capital World Gr&Inc 529C CWICX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 55.31  /  0.24 %
  • Total Assets 109.2 Bil
  • Adj. Expense Ratio
    1.520%
  • 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.

Still changing, but has some strengths.

Senior Analyst

Summary

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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.

Unlock our full analysis with Morningstar Investor