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Morningstar

American Funds Capital World Gr&Inc R3 RWICX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.55  /  0.29 %
  • Total Assets 106.6 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.68%
  • Turnover 32%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis RWICX

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

People Pillar

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

A flexible, global approach with robust resources.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Despite some personnel turnover, American Funds Capital World Growth & Income’s prudent approach, skilled managers, 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.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RWICX

More RWICX Holdings
  • Current Portfolio Date
  • Equity Holdings 328
  • Bond Holdings 11
  • Other Holdings 7
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

3.89
4,346,387,113
Cash and Equivalents

Broadcom Inc

3.59
4,011,885,436
Technology

Microsoft Corp

3.55
3,972,569,370
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.30
2,567,194,900
Technology

UnitedHealth Group Inc

1.87
2,095,175,608
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

1.78
1,994,788,569
Consumer Cyclical

ASML Holding NV

1.75
1,955,494,816
Technology

Philip Morris International Inc

1.57
1,749,797,890
Consumer Defensive

Abbott Laboratories

1.43
1,593,929,636
Healthcare

Eli Lilly and Co

1.43
1,592,677,184
Healthcare