American Funds Capital World Growth and Income Fund® Class F-3 FWGIX

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-1No LoadOpen $2.12B0.790%Below Average$250−$249.44M
WGIFX
American Funds Capital World Growth and Income Fund® Class F-2No LoadOpen $21.78B0.520%Low$250$289.67M
FWCGX
American Funds Capital World Growth and Income Fund® Class 529-F-3No LoadOpen $24,099.000.460%Low$250−$8,060.23
FCWGX
American Funds Capital World Growth and Income Fund® Class 529-F-2No LoadOpen $449.51M0.510%Low$250−$7.00M
FWGIX
American Funds Capital World Growth and Income Fund® Class F-3InstitutionalOpen $9.11B0.410%Low$1M−$329.07M
CWGIX
American Funds Capital World Growth and Income Fund® Class AFront LoadOpen $66.56B0.730%Low$250−$5.69B
CWIAX
American Funds Capital World Growth and Income Fund® Class 529-AFront LoadOpen $4.19B0.750%Low$250−$438.30M
CWGCX
American Funds Capital World Growth and Income Fund® Class CLevel LoadOpen $540.93M1.480%Low$250−$143.09M
CWICX
American Funds Capital World Growth and Income Fund® Class 529-CLevel LoadOpen $57.45M1.520%Low$250−$13.10M
CWIEX
American Funds Capital World Growth and Income Fund® Class 529-ELevel LoadOpen $99.90M1.000%Low$250−$13.12M
RWIFX
American Funds Capital World Growth and Income Fund® Class R-5Retirement, LargeOpen $376.02M0.460%Low$250−$53.19M
RWIGX
American Funds Capital World Growth and Income Fund® Class R-6Retirement, LargeOpen $41.18B0.410%Low$250−$4.77B
RWIHX
American Funds Capital World Growth and Income Fund® Class R-5ERetirement, LargeOpen $202.32M0.560%Low$250−$18.97M
RWICX
American Funds Capital World Growth and Income Fund® Class R-3Retirement, MediumOpen $1.09B1.060%Low$250−$158.29M
RWIEX
American Funds Capital World Growth and Income Fund® Class R-4Retirement, MediumOpen $912.28M0.760%Low$250−$172.51M
RWIBX
American Funds Capital World Growth and Income Fund® Class R-2Retirement, SmallOpen $532.01M1.510%Average$250−$81.24M
RWIAX
American Funds Capital World Growth and Income Fund® Class R-1Retirement, SmallOpen $133.03M1.510%Average$250−$17.57M
RWBEX
American Funds Capital World Growth and Income Fund® Class R-2ERetirement, SmallOpen $79.36M1.210%Low$250−$2.97M

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