About CIVAX
The American Funds International Vantage Fund 529-A is a mutual fund designed to pursue prudent capital growth and the conservation of principal through international equity investments. Managed by Capital Group, the fund primarily invests in common stocks of companies based outside the United States, with broad exposure to developed markets such as Europe and Japan, and selective positions in Canada, Asia-Pacific, and emerging markets. It maintains a large-cap growth investment style, focusing on companies with strong earnings and sales growth across industries like healthcare, technology, industrials, and financial services.
As of May 31, 2025, the fund holds over 120 companies and manages assets exceeding $2.3 billion. Its portfolio is highly diversified, with top holdings including global leaders in sectors ranging from pharmaceuticals to technology and consumer goods. The fund features a moderate annual turnover and charges a competitive expense ratio relative to its peer group. Structured as a 529 plan share class, it is tailored for education savings, allowing investors to benefit from potential tax advantages associated with qualified educational expenses. The fund’s disciplined, research-driven approach supports its aim to deliver steady long-term growth while managing risk in dynamic international markets.
Fund Family Capital Group
Category Foreign Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CIVAX
Share Class Class 529-a
Index MSCI EAFE NR USD
CIVAX had a total return of 8.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.93%.
