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Morningstar

American Funds Capital World Gr&Inc R6 RWIGX

Morningstar Medalist Rating
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%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:17 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWIGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RWIGX 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 RWIGX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWIGX

More RWIGX Holdings
  • 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

Microsoft Corp

3.11
3,331,162,350
Technology

Broadcom Inc

2.95
3,160,653,947
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.51
2,687,977,404
Technology

LVMH Moet Hennessy Louis Vuitton SE

2.09
2,240,717,434
Consumer Cyclical

UnitedHealth Group Inc

1.83
1,962,565,608
Healthcare

ASML Holding NV

1.75
1,878,679,906
Technology

Philip Morris International Inc

1.60
1,717,726,945
Consumer Defensive

Abbott Laboratories

1.35
1,444,401,803
Healthcare

Vale SA

1.28
1,375,526,468
Basic Materials