SMCWX - American Funds SMALLCAP World Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Funds SMALLCAP World Fund Class A


333 South Hope Street

Los Angeles CA 90071-1406

Management Information
Claudia Huntington,Lead Manager since November 30, 1995
Investment professional since 1987, all with Capital Research and Management Company or affiliate.
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 Small/Mid Stock
Fund FamilyAmerican Funds
Net Assets48.27B
YTD Return-0.93%
Morningstar Rating★★★★
Inception DateApr 29, 1990

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSMCWXCategory Average
Annual Report Expense Ratio (net)1.08%1.30%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 Fee0.26%N/A
Max Front End Sales Load5.75%5.31%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection899N/A
5 Yr Expense Projection1,136N/A
10 Yr Expense Projection1,816N/A