CWGCX Rating, Research - American Funds Capital World G/I C

American Funds Capital World G/I C (cwgcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 97

Threats + Weaknesses = 83

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cwgcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Funds Capital World G/I C (CWGCX) Description: CWGCX is a mutual fund, which is an investment that owns a basket of assets. The CWGCX mutual fund was provided by American Funds and this investment vehicle derives the majority of its value from equity holdings (stocks). American Fundss mutual fund has a long management tenure and is in the large fund size classification. CWGCXs minimum initial investment amount is $250 while the IRA minimum is $250. CWGCXs expense ratio is roughly 2%. The latest CWGCXs front end load was 0% and the back end load was 1%. The American Funds Capital World G/I C (CWGCX) mutual fund falls under the world stock category. CWGCX focuses its investments in EU and USA and CWGCX is not affiliated with a particular industry or fund sector. The American Funds Capital World G/I C (CWGCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CWGCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CWGCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 65% of total assets in the equity securities (see equity research) of companies located anywhere in the world, including developing and emerging markets. It may invest up to 40% of net assets in securities of issuers located in developing countries or emerging markets. The fund may invest in companies of any size, including smaller companies.

Management Analysis Update

American Funds Capital World G/I C's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update