C
American Funds Capital World Growth and Income Fund® Class 529-C CWICX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CWICX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CWICX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Sung Lee (19), Alfonso Barroso (18), Michael Cohen (10), 8 others
Website http://www.americanfunds.com
Fund Information CWICX-NASDAQ Click to
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Fund Name American Funds Capital World Growth and Income Fund® Class 529-C
Category Global Large-Stock Blend
Sub-Category Global Equity Large Cap
Prospectus Objective Growth and Income
Inception Date Feb 22, 2002
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares CWICX-NASDAQ Click to
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Dividend Yield 0.78%
Dividend CWICX-NASDAQ Click to
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Dividend Yield (Forward) 2.24%
Asset Allocation CWICX-NASDAQ Click to
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Cash 3.81%
Stock 95.78%
U.S. Stock 52.75%
Non-U.S. Stock 43.03%
Bond 0.07%
U.S. Bond 0.00%
Non-U.S. Bond 0.07%
Preferred 0.07%
Convertible 0.00%
Other Net 0.27%
Price History CWICX-NASDAQ Click to
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7-Day Total Return -3.20%
30-Day Total Return -1.40%
60-Day Total Return 2.98%
90-Day Total Return 7.84%
Year to Date Total Return 10.83%
1-Year Total Return 17.73%
2-Year Total Return 32.85%
3-Year Total Return 51.08%
5-Year Total Return 63.60%
Price CWICX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CWICX-NASDAQ Click to
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Nav $69.68
1-Month Low NAV $69.68
1-Month High NAV $72.16
52-Week Low NAV $56.46
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $72.16
52-Week High Price (Date) Jul 23, 2025
Beta / Standard Deviation CWICX-NASDAQ Click to
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Beta 0.96
Standard Deviation 14.37
Balance Sheet CWICX-NASDAQ Click to
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Total Assets 135.15B
Operating Ratios CWICX-NASDAQ Click to
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Expense Ratio 1.53%
Turnover Ratio 27.00%
Performance CWICX-NASDAQ Click to
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Last Bull Market Total Return 10.14%
Last Bear Market Total Return -14.95%