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American Funds Capital World Gr&Inc F2 WGIFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
65.31  /  0.72 %
Total Assets
125.4 Bil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Fee Level
Low
Longest Manager Tenure
15.48 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.57%
Turnover
36%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will WGIFX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the WGIFX 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

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The Parent Pillar is our rating of WGIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Departure at American Funds Capital World Growth & Income

Analyst

Analyst Note

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American Funds’ parent Capital Group in April 2021 announced that manager Alex Sheynkman will step off American Funds Capital World Growth & Income’s management team at the end of the month to pursue new opportunities. Following his departure, the firm will distribute his portion of assets to the strategy’s remaining eight-person management team from two Capital Group subsidiaries. The strategy retains its Morningstar Analyst Rating range of Silver to Bronze.

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