About FCWGX
Capital World Growth and Income Fund Class 529-F-2 is a globally diversified mutual fund designed to pursue long-term capital growth alongside a stable stream of current income. Managed by Capital Group, this fund predominantly invests in common stocks of well-established companies from both the United States and international markets, with a portfolio allocation of approximately 50.6% U.S. equities and 45.4% non-U.S. equities as of late 2024. The fund is notable for its emphasis on dividend-paying firms, often selecting industry leaders with a track record of financial stability and growth potential. Regular dividends are paid quarterly, while capital gains distributions, if any, typically occur annually.
The fund holds over 310 companies, providing broad exposure across sectors such as technology, healthcare, consumer defensive, and industrials. With assets exceeding $125 billion, it is one of the larger actively managed global equity-income funds. The Class 529-F-2 share class is tailored for investors who are saving for education through 529 plans, featuring a relatively low expense ratio and a $250 minimum initial investment. Capital World Growth and Income Fund Class 529-F-2 aims to deliver a balanced approach to global equity investing, offering investors access to both growth opportunities and income generation within a single, diversified vehicle.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FCWGX
Share Class Class 529-f-2
Index MSCI AC World NR USD
FCWGX had a total return of 26.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.16%.
