Skip to Content

American Funds Capital World Gr&Inc R1 RWIAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 62.79  /  +1.14 %
  • Total Assets 121.4 Bil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.10%
  • Turnover 27%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis RWIAX

Will RWIAX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWIAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.21 4.9 Bil
Technology

Microsoft Corp

4.00 4.7 Bil
Technology

Capital Group Central Cash Fund

3.35 3.9 Bil
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

2.11 2.5 Bil
Technology

UnitedHealth Group Inc

1.95 2.3 Bil
Healthcare

Philip Morris International Inc

1.62 1.9 Bil
Consumer Defensive

Eli Lilly and Co

1.56 1.8 Bil
Healthcare

ASML Holding NV

1.51 1.8 Bil
Technology

Abbott Laboratories

1.50 1.8 Bil
Healthcare

The Home Depot Inc

1.45 1.7 Bil
Consumer Cyclical