About CWIFX
Capital World Growth and Income Fund 529-F-1 is a globally diversified mutual fund designed to pursue long-term capital growth while providing current income. The fund primarily invests in common stocks of well-established companies located across both developed and emerging markets, targeting firms viewed as relatively resilient to market downturns and often seeking those with a history or potential for dividend payments. As a part of the 529 share class structure, this fund is specifically tailored for use within education savings plans, offering tax-advantaged investing for future education expenses. The fund's flexible mandate allows it to allocate assets worldwide, spanning a broad range of sectors including technology, healthcare, consumer defensive, and industrials. Managed by Capital Group, the fund is notable for its size, with assets exceeding $99 billion, and for its focus on blending growth opportunities with income generation. Its global approach and emphasis on blue-chip equities position it as a core holding for investors seeking exposure to international markets while balancing capital appreciation with income objectives.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CWIFX
Share Class Class 529-f-1
Index MSCI AC World NR USD
CWIFX had a total return of 27.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.76%.
