American Funds Capital World Growth and Income Fund® Class 529-F-3 FWCGX
Strategy
The investment seeks long-term growth of capital while providing current income. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
CWGFX | American Funds Capital World Growth and Income Fund® Class F-1 | No Load | Open | $2.10B | 0.790% | Below Average | $250 | −$242.90M | |||
WGIFX | American Funds Capital World Growth and Income Fund® Class F-2 | No Load | Open | $21.71B | 0.520% | Low | $250 | $302.68M | |||
FWCGX | American Funds Capital World Growth and Income Fund® Class 529-F-3 | No Load | Open | $24,009.00 | 0.460% | Low | $250 | −$8,061.41 | |||
FCWGX | American Funds Capital World Growth and Income Fund® Class 529-F-2 | No Load | Open | $448.29M | 0.510% | Low | $250 | −$7.40M | |||
FWGIX | American Funds Capital World Growth and Income Fund® Class F-3 | Institutional | Open | $9.06B | 0.410% | Low | $1M | −$329.96M | |||
CWGIX | American Funds Capital World Growth and Income Fund® Class A | Front Load | Open | $65.96B | 0.730% | Low | $250 | −$5.66B | |||
CWIAX | American Funds Capital World Growth and Income Fund® Class 529-A | Front Load | Open | $4.17B | 0.750% | Low | $250 | −$429.89M | |||
CWGCX | American Funds Capital World Growth and Income Fund® Class C | Level Load | Open | $529.80M | 1.480% | Low | $250 | −$142.78M | |||
CWICX | American Funds Capital World Growth and Income Fund® Class 529-C | Level Load | Open | $56.53M | 1.520% | Low | $250 | −$13.07M | |||
CWIEX | American Funds Capital World Growth and Income Fund® Class 529-E | Level Load | Open | $99.02M | 1.000% | Low | $250 | −$12.68M | |||
RWIFX | American Funds Capital World Growth and Income Fund® Class R-5 | Retirement, Large | Open | $371.35M | 0.460% | Low | $250 | −$57.86M | |||
RWIGX | American Funds Capital World Growth and Income Fund® Class R-6 | Retirement, Large | Open | $41.94B | 0.410% | Low | $250 | −$4.34B | |||
RWIHX | American Funds Capital World Growth and Income Fund® Class R-5E | Retirement, Large | Open | $202.69M | 0.560% | Low | $250 | −$17.71M | |||
RWICX | American Funds Capital World Growth and Income Fund® Class R-3 | Retirement, Medium | Open | $1.08B | 1.060% | Low | $250 | −$165.27M | |||
RWIEX | American Funds Capital World Growth and Income Fund® Class R-4 | Retirement, Medium | Open | $903.67M | 0.760% | Low | $250 | −$172.80M | |||
RWIBX | American Funds Capital World Growth and Income Fund® Class R-2 | Retirement, Small | Open | $527.06M | 1.510% | Average | $250 | −$75.19M | |||
RWIAX | American Funds Capital World Growth and Income Fund® Class R-1 | Retirement, Small | Open | $130.70M | 1.510% | Average | $250 | −$16.81M | |||
RWBEX | American Funds Capital World Growth and Income Fund® Class R-2E | Retirement, Small | Open | $79.18M | 1.210% | Low | $250 | −$2.56M |