CWGIX Rating, Research - American Funds Capital World G/I A

American Funds Capital World G/I A (cwgix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 120

Threats + Weaknesses = 106

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

Fund Management Team

Fund Description Update

American Funds Capital World G/I A (CWGIX) Description: CWGIX is a mutual fund, which is an investment that owns a basket of assets. The CWGIX 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. CWGIXs minimum initial investment amount is $250 while the IRA minimum is $250. CWGIXs expense ratio is roughly 1%. The latest CWGIXs front end load was 6% and the back end load was 0%. The American Funds Capital World G/I A (CWGIX) mutual fund falls under the world stock category. CWGIX focuses its investments in EU and USA and CWGIX is not affiliated with a particular industry or fund sector. The American Funds Capital World G/I A (CWGIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CWGIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CWGIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital while providing current income. The fund invests, on a global basis, in common stocks (see stock research) that are denominated in U.S. dollars or other currencies. It may also hold cash or money market instruments.


Management Analysis Update

American Funds Capital World G/I A's management team has a long history of working together. This helps ensure consistent future returns. The cwgix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update