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.
American Funds Capital World Gr&Inc R6 RWIGX
- NAV / 1-Day Return 62.56 / −0.29 %
- Total Assets 120.8 Bil
-
Adj. Expense Ratio
0.410%
- Expense Ratio 0.410%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.99%
- Turnover 27%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 PM GMT+0
Morningstar’s Analysis RWIGX
Will RWIGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 4.46 | 5.6 Bil | Technology |
Microsoft Corp | 4.00 | 5.0 Bil | Technology |
Capital Group Central Cash Fund | 3.92 | 4.9 Bil | Cash and Equivalents |
Cash And Other Assets Less Liablities | 3.26 | 4.1 Bil | Cash and Equivalents |
Taiwan Semiconductor Manufacturing Co Ltd | 2.31 | 2.9 Bil | Technology |
Eli Lilly and Co | 1.79 | 2.2 Bil | Healthcare |
ASML Holding NV | 1.76 | 2.2 Bil | Technology |
UnitedHealth Group Inc | 1.58 | 2.0 Bil | Healthcare |
Abbott Laboratories | 1.52 | 1.9 Bil | Healthcare |
The Home Depot Inc | 1.51 | 1.9 Bil | Consumer Cyclical |