About CWICX
American Funds Capital World Growth and Income Fund Class 529-C is an actively managed mutual fund designed to deliver long-term capital growth alongside current income. The fund primarily invests in common stocks of established companies located around the globe, with a significant emphasis on non-U.S. equities. Its portfolio spans a diverse array of sectors, with key allocations in financials, information technology, and communication services, complemented by exposures to consumer discretionary, materials, and other industries. By holding a broad mix of dividend-paying and growth-oriented companies, the fund aims to balance capital appreciation with income generation.
As a 529-C share class, this fund is structured for use within 529 college savings plans, offering families a tool to invest for future education expenses. The fund distributes dividends quarterly and capital gains annually. With a global investment approach and a history dating back to 2014, it plays a prominent role in providing international diversification and income potential within education-focused investment portfolios.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CWICX
Share Class Class 529-c
Index MSCI AC World NR USD
CWICX had a total return of 26.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.70%.
