About CWGFX
American Funds Capital World Growth and Income Fund Class F-1 is a globally diversified mutual fund designed to pursue long-term capital growth while providing current income. Managed by Capital Research and Management Company, the fund primarily invests in common stocks of well-established companies across both developed and emerging markets, with a focus on those with proven records and dividend-paying potential.
Its portfolio typically features large-cap, blue-chip firms representing a variety of sectors, including technology, healthcare, consumer goods, and industrials. Notable holdings have included industry leaders such as Broadcom, Microsoft, Taiwan Semiconductor Manufacturing Company, and Eli Lilly, demonstrating a balanced approach to geographic and sector diversification.
The fund aims to offer investors broad exposure to global economic growth, combining growth-oriented and income-generating strategies to help reduce volatility and provide some downside protection. With a history dating back to 1993 and a relatively low expense ratio for its class, the fund serves as a core holding for investors seeking stable participation in both U.S. and international equity markets.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CWGFX
Share Class Class F-1
Index MSCI AC World NR USD
CWGFX had a total return of 24.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.19%.