
61.77 Net Asset Value | +2.18% 1 Day | +4.01% 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 | +2.37% | 3 years | +10.09% | |
3 months | +7.37% | 5 years | +13.38% | |
1 year | +31.52% | Since inception | +10.59% |
CWGIX | Category | |
---|---|---|
Performance 5-yr return | +13.38% | +11.48% |
Expense ratio | 0.76% | 1.12% |
Risk 5 year sharpe ratio | 0.84 | 0.78 |
Net assets | $109.5B | $2.0B |
Average market cap | $107.8B | $97.6B |
Average P/E | 26.0 | 26.8 |
Portfolio turnover | 36% | 36% |
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 | Sung Lee / 15 Years |
Minimal initial investment | $250.00 |
Minimum IRA investment | $25.00 |
International stock | 51.71% |
U.S. stock | 43.81% |
Cash | 3.46% |
Other | 0.57% |
Fixed income | 0.45% |
Consumer goods | 16.79% |
Financial service | 16.22% |
Telecommunication | 13.29% |
Industrial materials | 12.05% |
Healthcare | 9.13% |
AVGO Broadcom Inc | 3.60% |
MSFT Microsoft | 3.24% |
-- | 2.71% |
NFLX Netflix | 2.08% |
-- | 1.64% |
UNH UnitedHealth | 1.54% |
-- | 1.52% |
-- | 1.52% |
AMZN Amazon | 1.51% |
ABT Abbott Laboratories | 1.38% |