American Funds SMALLCAP World 529C (CSPCX)
| Fund Assets | 81.34B |
| Expense Ratio | 1.86% |
| Min. Investment | $250 |
| Turnover | 32.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 62.21 |
| YTD Return | 11.85% |
| 1-Year Return | 8.19% |
| 5-Year Return | 23.10% |
| 52-Week Low | 46.86 |
| 52-Week High | 63.09 |
| Beta (5Y) | n/a |
| Holdings | 858 |
| Inception Date | Feb 20, 2002 |
About CSPCX
American Funds SMALLCAP World Fund® Class 529-C is a globally diversified mutual fund focused on long-term capital growth. The fund invests primarily in common stocks of smaller companies across both developed and emerging markets, seeking opportunities among some of the world's most innovative and fast-growing businesses. With a mandate to allocate at least 80% of its net assets to equity securities, the fund leverages a broad investment universe unconstrained by geographic boundaries, allowing for a flexible approach across various countries and sectors. It is managed by a team of experienced professionals who emphasize rigorous fundamental research to identify promising small-cap companies that may be overlooked by larger funds. Designed for investors utilizing 529 college savings plans, this share class is particularly suitable for education-related investment goals. American Funds SMALLCAP World Fund® Class 529-C plays a distinctive role in portfolios by providing targeted exposure to the dynamic global small-cap equity market, offering diversification benefits and potential growth outside of large-cap and domestic-focused investments.
Performance
CSPCX had a total return of 8.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.09%.
Top 10 Holdings
10.93% of assets| Name | Symbol | Weight |
|---|---|---|
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 4.19% |
| Comfort Systems USA, Inc. | FIX | 1.01% |
| WisdomTree International LargeCap Dividend Fund | DOL | 0.90% |
| DIPLOMA PLC | DPLM | 0.89% |
| TopBuild Corp. | BLD | 0.87% |
| Essent Group Ltd. | ESNT | 0.65% |
| Molina Healthcare, Inc. | MOH | 0.64% |
| MAX HEALTHCARE INSTITUTE LTD | MAXHEALT | 0.61% |
| NIPPON TELEVISION HOLDINGS INC | 9404 | 0.60% |
| KOKUSAI ELECTRIC CORP | 6525 | 0.58% |