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Morningstar

American Funds Capital World Gr&Inc R2 RWIBX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.32  /  0.85 %
  • Total Assets 107.5 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.550%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.23%
  • Turnover 32%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis RWIBX

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

People Pillar

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

Still changing, but has some strengths.

Senior Analyst

Summary

| by Stephen Welch

While American Funds Capital World Growth & Income’s management team has changed a bit recently, its sensible approach and deep analytical resources earn its cheapest U.S.-based and Luxembourg-domiciled share classes a Morningstar Analyst Rating of Silver. Its pricier classes land at Bronze.

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