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.
American Funds Capital World Gr&Inc 529E CWIEX
NAV / 1-Day Return
58.89
/
0.02
%
Total Assets
118.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.030%
Expense Ratio
1.030%
Fee Level
Low
Longest Manager Tenure
15.99
years
Category
World Large-Stock Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.29%
Turnover
36%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CWIEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CWIEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CWIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CWIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
American Funds Capital World Growth and Income Will Add a Manager; Ratings Unchanged
