American Funds Capital World Growth and Income Fund® Class A (CWGIX)

Net Asset Value
1 Day
Overall Morningstar Rating
World large stock
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital while providing current income. 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 securities of issuers domiciled outside the United States- including those based in developing countries.


1 month-0.95% 3 years+8.69%
3 months+2.83% 5 years+10.41%
1 year+18.31% Since inception+10.84%
Data through --

Peer Comparisonvs. World large stock

Performance 5-yr return+10.41%+10.76%
Expense ratio0.77%1.20%
Risk 5 year sharpe ratio1.040.92
Net assets$100.2B$1.5B
Average market cap$65.5B$77.8B
Average P/E17.820.4
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureMark Denning / 24 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00


International stock59.58%
U.S. stock32.95%
Fixed income1.09%
Top 5 Sectors
Portfolio weighting
Consumer goods 16.79%
Financial service 16.22%
Telecommunication 13.29%
Industrial materials 12.05%
Healthcare 9.13%
Top 10 Holdings
Portfolio weighting
ABBV AbbVie3.02%
-- 3.00%
-- 1.74%
AMGN Amgen1.57%
VZ Verizon1.35%
AVGO Broadcom Ltd1.30%
-- 1.18%
-- 1.17%
AMZN Amazon1.17%
NFLX Netflix1.12%