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American Funds Capital World Bond R1 RCWAX

Analyst rating as of
NAV / 1-Day Return
20.52  /  0.05 %
Total Assets
15.4 Bil
Adj. Expense Ratio
1.580%
Expense Ratio
1.580%
Fee Level
Above Average
Longest Manager Tenure
25.43 years
Category
World Bond
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
250
Status
Open
TTM Yield
1.10%
Effective Duration
6.18 years
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Morningstar’s Analysis

Will RCWAX outperform in future?

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

Upcoming Manager Change at American Funds Capital World Bond Doesn't Affect Rating

Analyst Note

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Capital Group announced that effective March 1, 2021, Robert Neithart will no longer be a named portfolio manager on American Funds Capital World Bond CWBFX. Neithart will focus exclusively on emerging-markets debt going forward and will no longer manage a generalist sleeve of this strategy. Philip Chitty, a global- and European-focused portfolio manager who joined the firm in 2004, will assume Neithart's responsibilities on this strategy. Generalist comanagers Thomas Høgh and Andrew Cormack will remain in place. Høgh has been a comanager on this strategy for over two decades, while Cormack became a comanager in 2019, having joined the firm in 2018 following 14 years at Western Asset.

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