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Morningstar

American Funds Capital World Gr&Inc R2 RWIBX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 64.30  /  +0.86 %
  • Total Assets 121.8 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 Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.01%
  • Turnover 27%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

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.

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.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RWIBX

More RWIBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.24 5.3 Bil
Technology

Microsoft Corp

4.01 5.0 Bil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.38 4.2 Bil
Technology

Capital Group Central Cash Fund

3.22 4.0 Bil
Cash and Equivalents

Apple Inc

1.96 2.4 Bil
Technology

Eli Lilly and Co

1.88 2.3 Bil
Healthcare

Novo Nordisk A/S Class B

1.75 2.2 Bil
Healthcare

Philip Morris International Inc

1.60 2.0 Bil
Consumer Defensive

UnitedHealth Group Inc

1.50 1.9 Bil
Healthcare

GE Aerospace

1.44 1.8 Bil
Industrials