Nasdaq - Delayed Quote USD

American Funds Capital World Gr&Inc A (CWGIX)

65.93 +0.50 (+0.76%)
At close: 8:06 AM EDT

Fund Summary

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.

American Funds Capital World Gr&Inc A

Los Angeles CA 90071
333 S Hope St - 55th Fl (MICG)
213-486-9200

Fund Overview

Category World Large-Stock Blend
Fund Family American Funds
Net Assets 123.1B
YTD Return 8.72%
Yield 1.68%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Operations

Last Dividend 0.55
Last Cap Gain 32.00
Holdings Turnover 27.00%
Average for Category --

Fees & Expenses

Expense CWGIX Category Average
Annual Report Expense Ratio (net) 0.41% 0.95%
Prospectus Net Expense Ratio 0.41% --
Prospectus Gross Expense Ratio 0.41% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Reed Lowenstein is a portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst with research responsibility for U.S. and European materials, electrical equipment, consumer durables & apparel, as well as European semiconductors, machinery and renewable energy companies. He holds a master’s degree from Stanford Graduate School of Business and a bachelor’s degree in drama from Tufts University, graduating magna cum laude and Phi Beta Kappa. Reed is based in New York.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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