American Funds Smallcap World’s big globally based team is unrivaled in the world small/mid-stock Morningstar Category. Its cheapest share classes earn a Morningstar Analyst Rating of Silver, while pricier ones land at Bronze.
Will SMCWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMCWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SMCWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SMCWX’s parent organization’s priorities and whether they’re in line with investors’ interests.