• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.16% Nasdaq Down0.08%

    American Funds Capital World Gr&Inc C (CWGCX)

    46.65 Up 0.05(0.11%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    American Funds Capital World Gr&Inc C
    Capital World Growth & Income Fund Inc333 S Hope St - 55th Fl (MICG)Los Angeles CA 90071
    Map
    Phone: 800-421-4225
    Fund Overview 
    Category:World Stock
    Fund Family:American Funds
    Net Assets:90.34B
    Year-to-Date Return:4.69%
    Yield:1.41%
    Morningstar Rating:4 stars
    Fund Inception Date:Mar 15, 2001
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    Sung M. Lee
    Lead Manager since Feb 1, 2006
    Lee is a senior vice president of Capital Research Company Investment. He has 15 years investment professional experience, all with this firm. Before being a portfolio counselor, Lee worked as an investment analyst for the fund for 11 years.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:250
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    CWGCX can be purchased from 58 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital while providing current income. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances, the fund invests a significant portion of its assets in securities of issuers domiciled outside the United States. The fund may also invest in issuers in developing countries.

    Fund Operations 
    Last Dividend (Jun 16, 2015) : 0.32
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 30, 2015) : 36.00%
    Average for Category:49.96%
    Fees & Expenses 
    ExpenseCWGCXCategory Avg
    Annual Report Expense Ratio (net):1.57%1.31%
    Prospectus Net Expense Ratio:1.57%N/A
    Prospectus Gross Expense Ratio:1.57%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.32%
    Max Deferred Sales Load: 1.00%2.02%
    3 Yr Expense Projection*:496674
    5 Yr Expense Projection*:8551,113
    10 Yr Expense Projection*:1,8672,965
    * Per $10,000 invested