American Funds Capital World Growth and Income Fund® Class F-2 WGIFX Strategy

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Strategy

The investment seeks long-term growth of capital while providing current income. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
CWGFX
American Funds Capital World Growth and Income Fund® Class F-1No LoadOpen $2.27B0.790%Below Average$250−$248.54M
WGIFX
American Funds Capital World Growth and Income Fund® Class F-2No LoadOpen $22.81B0.520%Low$250$320.52M
FWCGX
American Funds Capital World Growth and Income Fund® Class 529-F-3No LoadOpen $25,335.000.460%Low$250−$8,060.25
FCWGX
American Funds Capital World Growth and Income Fund® Class 529-F-2No LoadOpen $471.48M0.510%Low$250−$6.76M
FWGIX
American Funds Capital World Growth and Income Fund® Class F-3InstitutionalOpen $9.58B0.410%Low$1M−$332.19M
CWGIX
American Funds Capital World Growth and Income Fund® Class AFront LoadOpen $70.80B0.730%Low$250−$5.63B
CWIAX
American Funds Capital World Growth and Income Fund® Class 529-AFront LoadOpen $4.46B0.750%Low$250−$438.70M
CWGCX
American Funds Capital World Growth and Income Fund® Class CLevel LoadOpen $590.18M1.480%Low$250−$145.48M
CWICX
American Funds Capital World Growth and Income Fund® Class 529-CLevel LoadOpen $61.99M1.520%Low$250−$13.12M
CWIEX
American Funds Capital World Growth and Income Fund® Class 529-ELevel LoadOpen $105.91M1.000%Low$250−$13.12M
RWIFX
American Funds Capital World Growth and Income Fund® Class R-5Retirement, LargeOpen $407.51M0.460%Low$250−$49.15M
RWIGX
American Funds Capital World Growth and Income Fund® Class R-6Retirement, LargeOpen $43.63B0.410%Low$250−$4.97B
RWIHX
American Funds Capital World Growth and Income Fund® Class R-5ERetirement, LargeOpen $214.02M0.560%Low$250−$19.15M
RWICX
American Funds Capital World Growth and Income Fund® Class R-3Retirement, MediumOpen $1.18B1.060%Low$250−$161.84M
RWIEX
American Funds Capital World Growth and Income Fund® Class R-4Retirement, MediumOpen $980.60M0.760%Low$250−$171.57M
RWIBX
American Funds Capital World Growth and Income Fund® Class R-2Retirement, SmallOpen $571.89M1.510%Average$250−$83.21M
RWIAX
American Funds Capital World Growth and Income Fund® Class R-1Retirement, SmallOpen $141.98M1.510%Average$250−$17.68M
RWBEX
American Funds Capital World Growth and Income Fund® Class R-2ERetirement, SmallOpen $83.71M1.210%Low$250−$2.41M

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