Skip to Content

American Funds Capital World Gr&Inc 529F CWIFX

Analyst rating as of
NAV / 1-Day Return
62.40  /  1.89 %
Total Assets
119.0 Bil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Below Average
Longest Manager Tenure
15.28 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.31%
Turnover
36%
Premium

Morningstar’s Analysis

Will CWIFX outperform in future?

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

Manager Departure at American Funds Capital World Growth & Income

Analyst Note

| |

American Funds’ parent Capital Group in April 2021 announced that manager Alex Sheynkman will step off American Funds Capital World Growth & Income’s management team at the end of the month to pursue new opportunities. Following his departure, the firm will distribute his portion of assets to the strategy’s remaining eight-person management team from two Capital Group subsidiaries. The strategy retains its Morningstar Analyst Rating range of Silver to Bronze.

Unlock our full analysis with Morningstar Premium