Skip to Content

American Funds Capital World Gr&Inc 529E CWIEX

Analyst rating as of
NAV / 1-Day Return
58.89  /  0.02 %
Total Assets
118.1 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Low
Longest Manager Tenure
15.99 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.29%
Turnover
36%
Premium

Morningstar’s Analysis

Will CWIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

American Funds Capital World Growth and Income Will Add a Manager; Ratings Unchanged

Associate Director

Analyst Note

| |

Firm veteran Renaud Samyn will officially join American Funds Capital World Growth and Income's management team in February 2022, bringing the total number of named managers to eight. His addition doesn't alter the strategy's Morningstar Analyst Ratings, which range of Silver to Bronze across its 19 share classes, but it does illustrate the firm's methodical approach to adding investment talent.

Unlock our full analysis with Morningstar Premium