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Morningstar

American Funds Capital World Bond R1 RCWAX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 16.32  /  0.97 %
  • Total Assets 9.8 Bil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.600%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.31%
  • Effective Duration 7.13 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis RCWAX

Will RCWAX 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 RCWAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RCWAX 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 RCWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Retirement and Manager Addition at American Funds Capital World Bond; Ratings Unchanged

Analyst

Analyst Note

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