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American Funds Capital World Gr&Inc 529F CWIFX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 61.67  /  0.05 %
  • Total Assets 119.8 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.93%
  • Turnover 27%

Morningstar’s Analysis CWIFX

Will CWIFX outperform in future?

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

Several management changes have not helped.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While American Funds Capital World Growth & Income’s management team has seen several changes resulting in a People rating downgrade to Average from Above Average, its sensible approach still makes it a decent global option at the right price.

Rated on Published on

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Portfolio Holdings CWIFX

  • Current Portfolio Date
  • Equity Holdings 323
  • Bond Holdings 9
  • Other Holdings 10
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.21
4,943,740,649
Technology
4.00
4,707,815,858
Technology

Capital Group Central Cash Fund

3.35
3,938,680,272
Cash and Equivalents
2.11
2,476,980,010
Technology
1.95
2,297,519,818
Healthcare
1.62
1,902,608,534
Consumer Defensive
1.56
1,828,597,889
Healthcare
1.51
1,769,641,882
Technology
1.50
1,760,305,372
Healthcare
1.45
1,700,026,670
Consumer Cyclical