While American Funds Capital World Growth & Income’s management team has seen several changes resulting in a People rating downgrade to Average from Above Average, its sensible approach still makes it a decent global option at the right price.
American Funds Capital World Gr&Inc A CWGIX
- NAV / 1-Day Return 68.74 / +0.16 %
- Total Assets 128.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.59%
- Turnover 27%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0
Morningstar’s Analysis CWGIX
Will CWGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 4.24 | 5.3 Bil | Technology |
Microsoft Corp | 4.01 | 5.0 Bil | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 3.38 | 4.2 Bil | Technology |
Capital Group Central Cash Fund | 3.22 | 4.0 Bil | Cash and Equivalents |
Apple Inc | 1.96 | 2.4 Bil | Technology |
Eli Lilly and Co | 1.88 | 2.3 Bil | Healthcare |
Novo Nordisk A/S Class B | 1.75 | 2.2 Bil | Healthcare |
Philip Morris International Inc | 1.60 | 2.0 Bil | Consumer Defensive |
UnitedHealth Group Inc | 1.50 | 1.9 Bil | Healthcare |
GE Aerospace | 1.44 | 1.8 Bil | Industrials |