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American Funds Capital World Gr&Inc 529E CWIEX

Analyst rating as of
  • NAV / 1-Day Return 55.24  /  0.80 %
  • Total Assets 108.3 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.83%
  • Turnover 32%

Morningstar’s Analysis CWIEX

Will CWIEX 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.

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