While American Funds Capital World Growth & Income’s management team has seen several changes resulting in a People rating downgrade to Average from Above Average, its sensible approach still makes it a decent global option at the right price.
American Funds Capital World Gr&Inc 529C CWICX
- NAV / 1-Day Return 64.44 / +0.59 %
- Total Assets 124.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.560%
- 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 1.03%
- Turnover 27%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis CWICX
Will CWICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 4.21 | 4.9 Bil | Technology |
Microsoft Corp | 4.00 | 4.7 Bil | Technology |
Capital Group Central Cash Fund | 3.35 | 3.9 Bil | Cash and Equivalents |
Taiwan Semiconductor Manufacturing Co Ltd | 2.11 | 2.5 Bil | Technology |
UnitedHealth Group Inc | 1.95 | 2.3 Bil | Healthcare |
Philip Morris International Inc | 1.62 | 1.9 Bil | Consumer Defensive |
Eli Lilly and Co | 1.56 | 1.8 Bil | Healthcare |
ASML Holding NV | 1.51 | 1.8 Bil | Technology |
Abbott Laboratories | 1.50 | 1.8 Bil | Healthcare |
The Home Depot Inc | 1.45 | 1.7 Bil | Consumer Cyclical |