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.
- NAV / 1-Day Return 59.67 / 1.14 %
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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