Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. 02:19 PM ET. Yield as of 11/30/20 (updated monthly). Nasdaq - Nasdaq Delayed Price. Active Share: Click on the Read important investment disclosures link above for more information about Active Share. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Copyright © 2020 Capital Group. Over a period of time, the shape and location of a fund's ownership zone may vary. (updated quarterly), % American Funds Growth and Income Portfolio may be appropriate for: Investors who seek a single, broadly diversified fund to help them pursue their long-term investment goals. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. (updated monthly), Percentage of net assets as of 9/30/2020 About American Funds Capital World Growth and Income Fund Capital World Growth and Income Fund is an open-end fund incorporated in the USA. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. MSCI provides revenue data figures based on a proprietary, standardized model. Underlying revenue data were compiled by MSCI and account for disparities in the way companies report their revenues across geographic segments. Returns shown at net asset value (NAV) have all distributions reinvested. CWGIX | A complete American Funds Capital World Growth & Income Fund;A mutual fund overview by MarketWatch. Fixed Income. Performance charts for American Funds Capital World Growth and Income Fund (CWGFX) including intraday, historical and comparison charts, technical analysis and trend lines. Investors with longer time horizons who want a diversified investment that seeks both growth and income. MSCI breaks out each company’s reported revenues into country-by-country estimates. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. These risks may be heightened in connection with investments in developing countries. The fund's investment objective is to provide you with long-term growth of capital while providing current income. Add to watchlist; Add to portfolio; … International Growth … This and other important information is contained in the fund prospectuses and summary prospectuses, which can … The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. DE Valuation Price-to-Cash Flow: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. Fund giants enjoy big paydays despite losses MarketWatch. Returns for one year or less are not annualized, but calculated as cumulative total returns. Current and future results may be lower or higher than those shown. A portfolio's Ownership Zone™ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Box™. American Funds Distributors, Inc., member FINRA. Lipper ratings for Expense reflect funds’ expense minimization relative to peers with similar load structures. Capital World Growth and Income Fund (RWIGX | R-6): The fund's investment objective is to provide long-term growth of capital while providing current income. View the latest American Funds Capital World Growth & Income Fund;A (CWGIX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Analyze the Fund American Funds Capital World Growth and Income Fund ® Class F-1 having Symbol CWGFX for type mutual-funds and perform research on other mutual funds. Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. Source for Lipper expense ratio comparison: Lipper, based on front-end and no-load funds, excluding funds of funds, for the most recent fiscal year-ends available as of 9/30/2020. MSCI All Country World: MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed and emerging market country indexes. Figures shown are past results and are not predictive of results in future periods. 100. CAPITAL IDEAS. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. Investors should carefully consider investment objectives, risks, charges and expenses. A fund that is concentrated will have a small ownership zone relative to the area of the style box, and broadly diversified fund will have an ownership zone that stretches across many sizes and style. Analyze the Fund American Funds Capital World Growth and Income Fund ® Class F-1 having Symbol CWGFX for type mutual-funds and perform research on other mutual funds. Prices and returns will vary, so investors may lose money. Information is calculated by Morningstar. (Your e-mail address may be pre-filled if you have previously provided American Funds with this information.). Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. Current and future results may be lower or higher than those shown. Outlook. (updated quarterly). Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. Over a period of time, the shape and location of a fund's ownership zone may vary. View mutual fund news, mutual fund market and mutual fund interest rates. Historically, this diverse strategy has provided lower volatility and better downside protection than its peers. Thursday, August 30, 2007. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. Ratings are based on risk-adjusted returns as of 11/30/2020 (updated monthly). Volatility & Return chart is not available for funds less than 10 years old. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Figures shown are past results and are not predictive of results in future periods. There may have been periods when the results lagged the index(es). Careers. 100. 100. Source: Morningstar, based on the 10-year annualized standard deviation on a trailing basis and the 10-year down capture ratios (versus the MSCI All Country World Index) on a rolling monthly basis compared to the U.S. fund world large stock category for the period from the fund’s inception date of March 26, 1993, to December 31, 2019 (for all share classes at NAV). Years of Experience with Investment Industry. Information is calculated by Morningstar. (updated quarterly), % 100. Capital World Growth and Income Fund (CWGIX | A): The fund's investment objective is to provide long-term growth of capital while providing current income. CWGIX | A complete American Funds Capital World Growth & Income Fund;A mutual fund overview by MarketWatch. A beta lower than 1 suggests that a return was less volatile than the market. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. In addition, the share price of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a dividend is paid. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. Learn more about mutual funds at fidelity.com. For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. See American Funds Capital World Gr&Inc Fd (CWGIX) mutual fund ratings from all the top fund analysts in one place. Currency in USD. Yield as of 11/30/20 (updated monthly). Calculated by Morningstar. The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes. Find the latest performance data chart, historical data and news for American Funds Capital World Growth & Income Fund Class A Shares (CWGIX) at Nasdaq.com. The portfolio managers shown are as of each fund's most recent prospectus at time of publication. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. View results and yields without fee waiver and/or expense reimbursement. 57.81-0.15 (-0.26%) At close: 8:00PM EST. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. of net assets as of 11/30/2020 Returns as of 11/30/20 (updated monthly). RWIAX | A complete American Funds Capital World Growth & Income Fund;R1 mutual fund overview by MarketWatch. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. Returns as of 11/30/20 (updated monthly). The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund’s past dividends paid to shareholders. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. FR. Primarily invests in common stocks, government and corporate bonds, and cash and equivalents. About Us Our Beliefs. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. DE Yield as of 11/30/20 (updated monthly). Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. 10:17 AM ET. Certain market indexes are unmanaged and, therefore, have no expenses. View share-class-specific dividend and capital gain distributions for American Funds Growth and Income Portfolio - 529-F-2 by month and year. The information shown does not include cash and cash equivalents. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). (updated monthly), Percentage of net assets as of 9/30/2020 Historical Special Dividend: A fund pays a special dividend when the income earned by the fund exceeds the income the fund has paid in the form of regular dividends throughout the year. 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