SMCWX Rating, Research - American Funds Smallcap World A

American Funds Smallcap World A (smcwx)

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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 smcwx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets in growth-oriented common stocks (see stock research) and other equity-type securities (such as preferred stocks (see stock research), convertible preferred stocks (see stock research) and convertible bonds) of companies with small market capitalizations, measured at the time of purchase. This investment vehicle adviser currently defines small market capitalization? companies to be companies with market capitalizations of $3.5 billion or less. The fund invests a significant portion of its assets outside the United States.

Management Analysis Update

American Funds Smallcap World A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update