SCWCX Rating, Research - American Funds Smallcap World C

American Funds Smallcap World C (scwcx)

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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 = 9

Threats + Weaknesses = 3

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

Fund Management Team

Fund Description Update

American Funds Smallcap World C (SCWCX) Description: SCWCX is a mutual fund, which is an investment that owns a basket of assets. The SCWCX 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. SCWCXs minimum initial investment amount is $250 while the IRA minimum is $250. SCWCXs expense ratio is roughly 2%. The latest SCWCXs front end load was 0% and the back end load was 1%. The American Funds Smallcap World C (SCWCX) mutual fund falls under the world stock category. SCWCX focuses its investments in EU and USA and SCWCX is not affiliated with a particular industry or fund sector. The American Funds Smallcap World C (SCWCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SCWCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SCWCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research) of small-capitalization companies. Small cap issuers are those whose market capitalization is similar to the market capitalization of companies in MSCI World Small Cap Index. The fund typically invests substantial amount (approximately 40% or more) of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update