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American Funds Capital World Growth And Income Fund® Class 529-a (CWIAX)

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67.38 -0.04    -0.06%
20/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.76B
Type:  Fund
Market:  United States
Issuer:  American Funds
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
American Funds Capital World Gr&Inc 529A 67.38 -0.04 -0.06%

CWIAX Overview

 
Find basic information about the American Funds Capital World Growth And Income Fund® Class 529-a mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CWIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.48%
Prev. Close67.42
Risk Rating
TTM Yield1.60%
ROE24.72%
IssuerAmerican Funds
Turnover15%
ROA9.53%
Inception Date37302
Total Assets3.76B
Expenses0.78%
Min. Investment250
Market Cap148.43B
CategoryWorld Large - Stock Blend
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American Funds Capital World Growth And Income Fund® Class 529-a Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1022 1294 1150 1591 2143
Fund Return 13.41% 2.19% 29.41% 4.76% 9.73% 7.92%
Place in category 175 103 166 161 154 121
% in Category 54 32 52 52 52 68

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.78B 22.40 4.47 13.21
  American Funds American Balanced A 110.15B 13.30 5.24 8.16
  American Funds Invmt Co of Amer A 93.83B 21.32 10.63 11.49
  American Funds Washington Mutual A 87.48B 17.54 9.75 11.40
  VA CollegeAmerica 529 AMCAP 529A 85.7B 17.00 2.94 10.60

Top Funds for World Large-Stock Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital World Gr&Inc 57.25B 13.45 4.80 7.98
  American Funds Capital World Gr R6 35.98B 13.75 5.15 8.34
  Templeton Growth Adv 192.21M 6.78 4.55 4.25
  Templeton Growth R 52.25M 6.35 4.03 3.73
  Templeton Growth R6 287.73M 6.83 4.60 4.33

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 3.90 163.94 +0.42%
  Microsoft US5949181045 3.57 412.87 -0.43%
  Taiwan Semicon TW0002330008 3.34 1,010.00 0.00%
  Apple US0378331005 2.10 228.52 -0.21%
  Philip Morris US7181721090 1.74 131.21 +0.63%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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