| 46.84 Net Asset Value | -1.76% 1 Day | +9.41% 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 | -5.49% | 3 years | +7.13% | |
| 3 months | +0.50% | 5 years | +4.87% | |
| 1 year | -1.12% | Since inception | +10.28% |
| CWGIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.87% | +5.96% |
| Expense ratio | 0.76% | 1.14% |
| Risk 5 year sharpe ratio | 0.50 | 0.50 |
| Net assets | $96.7B | $1.5B |
| Average market cap | $77.1B | $74.9B |
| Average P/E | 16.5 | 18.8 |
| 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 | 48.17% |
| U.S. stock | 44.46% |
| Cash | 6.38% |
| Fixed income | 0.70% |
| Other | 0.28% |
| Consumer goods | 16.79% |
| Financial service | 16.22% |
| Telecommunication | 13.29% |
| Industrial materials | 12.05% |
| Healthcare | 9.13% |
| AVGO Broadcom Inc | 2.70% |
| MSFT Microsoft | 2.01% |
| FB Facebook | 1.61% |
| UNH UnitedHealth | 1.58% |
| NFLX Netflix | 1.53% |
| ABBV AbbVie | 1.49% |
| -- | 1.41% |
| -- | 1.35% |
| -- | 1.35% |
| -- | 1.24% |
