| 47.56 Net Asset Value | +0.13% 1 Day | -6.95% Year-to-Date | Overall Morningstar Rating |
| World large stock Style or Category | 5.75 Sales Expenses | 0.77% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.45% | 3 years | +7.77% | |
| 3 months | -4.81% | 5 years | +5.57% | |
| 1 year | -2.27% | Since inception | +10.16% |
| CWGIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.57% | +8.24% |
| Expense ratio | 0.77% | 1.18% |
| Risk 5 year sharpe ratio | 0.53 | 0.52 |
| Net assets | $91.0B | $1.4B |
| Average market cap | $76.3B | $73.3B |
| Average P/E | 14.1 | 18.1 |
| Portfolio turnover | 35% | 35% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | Mark Denning / 25 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $25.00 |
| International stock | 52.49% |
| U.S. stock | 38.83% |
| Cash | 5.23% |
| Fixed income | 3.18% |
| Other | 0.27% |
| Consumer goods | 16.79% |
| Financial service | 16.22% |
| Telecommunication | 13.29% |
| Industrial materials | 12.05% |
| Healthcare | 9.13% |
| ABBV AbbVie | 2.94% |
| -- | 1.96% |
| AMGN Amgen | 1.78% |
| NFLX Netflix | 1.72% |
| MSFT Microsoft | 1.69% |
| AVGO Broadcom Inc | 1.65% |
| AMZN Amazon | 1.64% |
| -- | 1.23% |
| -- | 1.22% |
| ABT Abbott Laboratories | 1.12% |
