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American Funds Capital World Gr&Inc 529E (CWIEX)

63.53
+0.23
+(0.36%)
At close: 8:00:27 PM EDT
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  • Previous Close 63.30
  • YTD Return 3.53%
  • Expense Ratio 1.00%
  • Category World Large-Stock Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 127.37B
  • Beta (5Y Monthly) 0.97
  • Yield 1.34%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.16
  • Inception Date Oct 30, 2020

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

Fund Family

World Large-Stock Blend

Fund Category

127.37B

Net Assets

2020-10-30

Inception Date

Performance Overview: CWIEX

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Trailing returns as of 3/31/2025. Category is World Large-Stock Blend.

YTD Return

CWIEX
3.53%
Category
12.08%
 

1-Year Return

CWIEX
12.55%
Category
38.01%
 

3-Year Return

CWIEX
8.38%
Category
12.74%
 

5-Year Return

CWIEX
11.05%
Category
12.82%
 

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Holdings: CWIEX

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Sector Weightings

SectorCWIEX
Technology   23.92%
Industrials   13.86%
Healthcare   11.21%
Energy   4.69%
Utilities   1.91%
Real Estate   0.97%

Recent News: CWIEX

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Research Reports: CWIEX

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