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 55.24 / 0.80 %
- Total Assets 108.3 Bil
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Adj. Expense Ratio
- 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.