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American Funds Capital World Gr&Inc R2 (RWIBX)

65.06 +0.12 (+0.18%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 64.94
  • YTD Return 4.60%
  • Expense Ratio 0.41%
  • Category World Large-Stock Blend
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 120.61B
  • Beta (5Y Monthly) 0.99
  • Yield 1.08%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.09
  • Inception Date Aug 1, 2008

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

120.61B

Net Assets

2008-08-01

Inception Date

Performance Overview: RWIBX

Trailing returns as of 5/16/2024. Category is World Large-Stock Blend.

YTD Return

RWIBX
4.60%
Category
12.08%
 

1-Year Return

RWIBX
16.62%
Category
38.01%
 

3-Year Return

RWIBX
2.85%
Category
12.74%
 

5-Year Return

RWIBX
7.76%
Category
12.82%
 

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Holdings: RWIBX

Top 10 Holdings (21.84% of Total Assets)

SymbolCompany% Assets
AVGO
AVGO 4.46%
MSFT
MSFT 4.00%
2330.TW
2330.TW 2.31%
LLY
LLY 1.79%
ASML.AS
ASML.AS 1.76%
UNH
UNH 1.58%
ABT
ABT 1.52%
HD
HD 1.51%
NOVO-B.CO
NOVO-B.CO 1.46%
PM
PM 1.45%

Sector Weightings

SectorRWIBX
Technology   22.69%
Healthcare   15.19%
Industrials   13.33%
Energy   5.44%
Utilities   2.13%
Real Estate   0.36%

Recent News: RWIBX

Research Reports: RWIBX

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