American Funds Capital World Investment Strategy and Performance

American Funds Capital World Investment Strategy and Performance is a key aspect of the American Funds Capital World portfolio. This investment strategy focuses on a global approach, investing in a mix of domestic and international stocks and bonds.

The fund's investment objective is to provide long-term growth of capital, which is achieved through a diversified portfolio of stocks and bonds from around the world. The fund's managers use a bottom-up approach to select individual securities, focusing on companies with strong financials and growth potential.

The fund's performance has been impressive, with a long-term record of delivering strong returns. Over the past decade, the fund has outperformed its benchmark, the MSCI ACWI Index, in 7 out of 10 years.

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The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. This means the fund is designed to track the performance of the MSCI ACWI NR USD index.

The fund is an actively managed International Equity Global Large-Stock Blend fund, which means it invests in a mix of stocks from around the world, with a focus on large companies. It invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends.

The fund meets the SEC requirement of being classified as a diversified fund, which means it has a wide range of investments to minimize risk. The top 10 holdings constitute 22.3% to 25.3% of the fund's assets, indicating a relatively concentrated portfolio.

The fund has a significant portion of its assets invested in foreign issues, ranging from 43.5% to 47.1% of the portfolio. This suggests that the fund is designed to provide international diversification and potentially higher returns.

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The American Funds Capital World Gr&Inc529F3 is a diversified fund that meets the SEC requirement. Its portfolio consists of 323 securities.

This fund is part of the Equity global asset class and the International Equity fund group. It has 47.1% of its portfolio invested in foreign issues.

The top 10 holdings of this fund constitute 22.3% of its assets. This means that the majority of the fund's assets are spread across a wide range of holdings.

The fund's assets are allocated as follows: 48.8% to domestic stock, 47.0% to foreign stock, and 0.1% to preferred stocks.

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About Inc F3, the fund has 347 securities in its portfolio, which is a significant number of investments to manage. The top 10 holdings constitute 25.3% of the fund's assets, which means that a small portion of the portfolio holds a substantial amount of value.

The fund meets the SEC requirement of being classified as a diversified fund, which is reassuring for investors who want to spread their risk. American Funds Capital World Gr&Inc F3 is part of the Equity global asset class and is within the International Equity fund group, which suggests that it's designed for investors who want to invest globally.

The fund has a significant portion of its portfolio invested in foreign issues, with 43.5% allocated to international stocks. This is a notable aspect of the fund's investment strategy, and it may appeal to investors who want to diversify their portfolio with international investments.

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American Funds Capital World has a relatively low expense ratio of 0.47%, which is 55% lower than its category average. This makes the fund expense ratio grade a A.

The expense ratio measures how much of a fund's assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services.

High portfolio turnover can translate to higher expenses and lower after-tax returns. American Funds Capital World has a portfolio turnover rate of 27%, which is lower than the average portfolio turnover of 37% for the Global Large-Stock Blend category.

The fund's low expense ratio and low portfolio turnover are key factors in its overall performance.

Here's a comparison of the fund's expense ratio and portfolio turnover rate with its category averages:

The fund's low expense ratio and portfolio turnover rate contribute to its overall grade of A in terms of performance and fees.

The investment details of American Funds Capital World Gr&Inc F3 are straightforward. The fund seeks long-term growth of capital while providing current income.

It invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. The fund invests in common stocks denominated in U.S. dollars or other currencies, with a focus on international markets.

Under normal market circumstances, the fund will invest a significant portion of its assets in countries outside the United States, including developing countries.

Let's take a closer look at the stock geographic breakdown of American Funds Capital World Gr&Inc F3 (FWGIX). The fund's investment strategy is global, with a significant portion of its assets invested in countries outside the United States.

According to the fund's stock geographic breakdown, the US accounts for 52.30% of the fund's weighting, while non-US investments make up 44.62%.

Here's a breakdown of the fund's geographic exposure:

It's worth noting that the fund's non-US investments have a slightly lower return potential, with a return low of 0.58% and a return high of 99.46%.

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As we look to the future of American Funds Capital World Gr&Inc529F3, it's worth noting that the fund has a primary benchmark of the MSCI ACWI NR USD index.

The fund's diversified portfolio is a key aspect of its investment strategy, with 323 securities making up its holdings. The top 10 holdings account for just 22.3% of the fund's assets, indicating a well-rounded investment approach.

The fund's allocation to foreign issues is significant, with 47.1% of its portfolio invested in foreign stocks. This is a notable aspect of the fund's investment strategy, and one that may appeal to investors looking to diversify their portfolios.

With 48.8% of its portfolio invested in domestic stocks, American Funds Capital World Gr&Inc529F3 is also well-positioned to take advantage of opportunities in the US market.

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The American Funds Capital World Growth and Income Fund (CWGIX) has been performing well in its category, but how does it stack up against its peers? Let's take a closer look at the category comparison.

In 2024, CWGIX's 13.9% return ranked it at 47.28% in its category, with a category return high of 957.1%. This shows that the fund's performance was significantly lower than the top performer in its category.

The category return low in 2024 was -24.3%, which means that some funds in the category actually lost money that year. This highlights the importance of choosing a fund that has a strong track record of performance.

Here's a breakdown of CWGIX's category ranking for each year:

As you can see, CWGIX's performance has varied from year to year, but it has consistently ranked in the middle to lower end of its category. This suggests that the fund may not be the best choice for investors looking for a top-performing fund in its category.

The American Funds Capital World Gr&Inc529F3 fund offers a decent income stream, but it's essential to understand the specifics. The fund has a dividend yield of 25.32%, which is significantly higher than the category low of 0.00% and category high of 3.26%.

The fund's dividend yield is also notable for its ranking within the category, coming in at 18.71%. This is a crucial consideration for investors seeking income-generating assets.

The fund's distribution frequency is quarterly, which means investors can expect to receive dividend payments four times a year. This can be beneficial for those who rely on regular income streams.

Here's a summary of the fund's distribution characteristics:

The fund's capital gain distribution frequency is annually, which is a relatively infrequent distribution schedule. This could be a consideration for investors who rely on regular capital gains distributions.

The American Funds Capital World Gr&Inc fund has received a grade of C for its year-to-date return, which is 0.8 percentage points better than its category. This suggests that the fund has performed slightly above average compared to its peers.

The fund's past performance is also worth noting, with a return of 29.8% over the past year, 5.1% over the past three years, and 10.0% per year over the past five years, all earning a grade of C. This indicates a relatively consistent performance over time.

Here's a summary of the fund's grades and ratings:

The Inc529F3 fund has received a consistent grade of C over the past few years. This means it has performed similarly to its category average.

The fund's one-year return of 13.7% is 0.8 percentage points better than the category average, earning it a grade of C. This is a relatively modest improvement.

Over the past three years, the fund has returned 5.1%, also earning a grade of C. This is slightly lower than the category average.

The fund's five-year return of 10.0% and 10-year return of 8.1% are both also graded as C, indicating consistent performance.

Here are the Inc529F3 fund's grades over the past few years:

Note that the fund's grades are based on its performance relative to its category average.

The American Funds Capital World Gr&Inc F3 fund is an actively managed International Equity Global Large-Stock Blend fund launched by American Funds in 2017.

This fund focuses on providing long-term growth of capital while also offering current income. It primarily invests in common stocks of well-established companies located around the world.

The fund's investment strategy involves investing in common stocks of companies with potential to pay dividends, and it invests globally in stocks denominated in U.S. dollars or other currencies.

Under normal market circumstances, the fund will invest a significant portion of its assets in countries outside the United States, including developing countries.

American Funds Capital World Gr&Inc529F3 is an actively managed International Equity Global Large-Stock Blend fund launched in 2020.

The fund seeks long-term growth of capital while providing current income, primarily investing in common stocks of well-established companies located around the world.

American Funds Capital World Gr&Inc F3, on the other hand, was launched in 2017, also an actively managed International Equity Global Large-Stock Blend fund.

The investment objective for both funds is the same: to provide long-term growth of capital while offering current income.

Both funds invest primarily in common stocks of well-established companies with the potential to pay dividends, and invest globally in stocks denominated in U.S. dollars or other currencies.

The management team for American Funds Capital World Gr&Inc529F3 consists of 10 members with an average tenure of 8.12 years.

Under normal market circumstances, both funds will invest a significant portion of their assets in countries outside the United States, including developing countries.

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