| 46.95 Net Asset Value | -1.14% 1 Day | +9.67% Year-to-Date | Overall Morningstar Rating |
| World large stock Style or Category | 5.75 Sales Expenses | 0.76% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -4.67% | 3 years | +9.64% | |
| 3 months | +0.13% | 5 years | +5.01% | |
| 1 year | -4.32% | Since inception | +10.38% |
| CWGIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.01% | +5.89% |
| Expense ratio | 0.76% | 1.15% |
| Risk 5 year sharpe ratio | 0.56 | 0.54 |
| Net assets | $97.7B | $1.5B |
| Average market cap | $75.4B | $76.7B |
| Average P/E | 15.5 | 19.2 |
| Portfolio turnover | 49% | 49% |
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 / 26 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $25.00 |
| International stock | 48.67% |
| U.S. stock | 45.06% |
| Cash | 5.52% |
| Fixed income | 0.66% |
| Other | 0.10% |
| Consumer goods | 16.79% |
| Financial service | 16.22% |
| Telecommunication | 13.29% |
| Industrial materials | 12.05% |
| Healthcare | 9.13% |
| AVGO Broadcom Inc | 2.76% |
| ABBV AbbVie | 1.99% |
| MSFT Microsoft | 1.83% |
| -- | 1.51% |
| NFLX Netflix | 1.47% |
| UNH UnitedHealth | 1.45% |
| FB Facebook | 1.38% |
| INTC Intel | 1.34% |
| -- | 1.29% |
| -- | 1.27% |
