Advertisement
Skip to Content

American Funds Capital World Gr&Inc R6 RWIGX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 55.85  /  0.43 %
  • Total Assets 109.1 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • 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 2.30%
  • Turnover 32%

Morningstar’s Analysis RWIGX

Will RWIGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWIGX

  • Current Portfolio Date
  • Equity Holdings 337
  • Bond Holdings 10
  • Other Holdings 8
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.27
4,577,943,577
Cash and Equivalents
3.11
3,331,162,350
Technology
2.95
3,160,653,947
Technology
2.51
2,687,977,404
Technology
2.09
2,240,717,434
Consumer Cyclical
1.83
1,962,565,608
Healthcare
1.75
1,878,679,906
Technology
1.60
1,717,726,945
Consumer Defensive
1.35
1,444,401,803
Healthcare
1.28
1,375,526,468
Basic Materials