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American Funds SMALLCAP World Fund® Class F-1 (SCWFX)

Net Asset Value
1 Day
Overall Morningstar Rating
World small/mid stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Normally the fund invests at least 80% of its net assets in growth-oriented common stocks and other equity-type securities (such as preferred stocks- convertible preferred stocks and convertible bonds) of companies with small market capitalizations. Under normal circumstances- the fund will invest a significant portion of its assets outside the United States- including in emerging markets.


1 month+1.88% 3 years+11.37%
3 months+4.17% 5 years+12.65%
1 year+23.01% Since inception+8.88%
Data through --

Peer Comparisonvs. World small/mid stock

Performance 5-yr return+12.65%+11.62%
Expense ratio1.10%1.45%
Risk 5 year sharpe ratio1.161.03
Net assets$38.6B$1.4B
Average market cap$3.3B$4.5B
Average P/E24.021.9
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureMark Denning / 26 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00


International stock49.49%
U.S. stock40.20%
Fixed income7.92%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.10%
Financial service 12.34%
Consumer goods 12.31%
Healthcare 11.62%
Consumer service 10.91%
Top 10 Holdings
Portfolio weighting
-- 0.86%
BLUE bluebird bio Inc0.86%
-- 0.83%
MOH Molina Healthcare Inc0.83%
QRVO Qorvo Inc0.81%
DPZ Domino's Pizza Inc0.74%
-- 0.72%
-- 0.71%
ESNT Essent Group Ltd0.70%
PAYC Paycom Software Inc0.70%