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Morningstar

American Funds Capital World Gr&Inc R5 RWIFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 58.62  /  0.51 %
  • Total Assets 112.6 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 2.12%
  • Turnover 32%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:18 PM GMT+0

Morningstar’s Analysis RWIFX

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

People Pillar

The People Pillar is our evaluation of the RWIFX 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 RWIFX’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 RWIFX

More RWIFX Holdings
  • Current Portfolio Date
  • Equity Holdings 330
  • Bond Holdings 10
  • Other Holdings 8
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.53
4,822,680,707
Cash and Equivalents

Microsoft Corp

3.58
3,819,345,470
Technology

Broadcom Inc

3.51
3,739,573,491
Technology

UnitedHealth Group Inc

2.06
2,200,289,698
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.04
2,169,647,935
Technology

Philip Morris International Inc

1.62
1,721,627,401
Consumer Defensive

Eli Lilly and Co

1.61
1,718,283,704
Healthcare

Canadian Natural Resources Ltd

1.50
1,594,667,505
Energy

LVMH Moet Hennessy Louis Vuitton SE

1.44
1,537,897,241
Consumer Cyclical

Abbott Laboratories

1.38
1,471,743,738
Healthcare