Advertisement
Skip to Content

American Funds SMALLCAP World A SMCWX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 59.47  /  0.34 %
  • Total Assets 63.8 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

Morningstar’s Analysis SMCWX

Will SMCWX outperform in future?

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

Unmatched resources lead to an upgrade.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Increased confidence in American Funds SMALLCAP World’s experienced management team and its deep, globally based analyst team that is unrivaled in the global small/mid stock Morningstar Category earn its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver. Its pricier shares land at Silver.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SMCWX

  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 821
  • Bond Holdings 0
  • Other Holdings 55
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.03
3,840,590,203
Cash and Equivalents
1.06
671,896,561
Consumer Cyclical
0.96
614,075,826
Healthcare
0.91
577,186,177
Healthcare
0.90
571,769,862
Industrials
0.81
512,569,311
Industrials
0.69
442,100,223
Basic Materials
0.68
431,783,309
Financial Services
0.62
397,437,408
Consumer Cyclical
0.62
392,747,277
Industrials