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 will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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American Funds Capital World Gr
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CWGIX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on CWGIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
American Funds Capital World Gr
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Pre-filled with CWGIX's historical average return
Important: This projection uses simplified assumptions based on CWGIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
CWGIX is the ticker symbol for American Funds Capital World Gr, a World Large Stock mutual fund managed by American Funds. 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 will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
CWGIX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
CWGIX has posted a 1-year return of +34.11%, 3-year return of +26.14%, 5-year return of +14.25%, 10-year return of +300.41%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
CWGIX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether CWGIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, World Large Stock category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
