CWGIX - American Funds Capital World Gr&Inc A

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Funds Capital World Gr&Inc A

Capital World Growth & Income Fund Inc333 S Hope St - 55th Fl (MICG)Los Angeles CA 90071
Management Information
Michael H. Cohen,Lead Manager since November 14, 2014
Michael Cohen is an equity portfolio manager at Capital Group. He is vice chairman of Capital International Limited. He has 22 years of investment experience and has been with Capital Group for 13 years. Earlier in his career, as an equity investment analyst at Capital, Michael covered European utilities companies, as well as companies domiciled in Israel. Before joining Capital, he was a research analyst with both Schroders and Salomon Brothers in London. He holds a master???s degree from the London Business School and a bachelor???s degree in accounting and economics from Tel Aviv University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyAmerican Funds
Net Assets98.4B
YTD Return24.68%
Morningstar Rating★★★
Inception DateMar 25, 1993

Fund Operations

Last Dividend0.20
Last Cap Gain0.00
Holdings Turnover35.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCWGIXCategory Average
Annual Report Expense Ratio (net)0.79%1.17%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.23%
Max Deferred Sales LoadN/A1.60%
3 Yr Expense Projection816N/A
5 Yr Expense Projection994N/A
10 Yr Expense Projection1,508N/A