About FSWFX
American Funds Smallcap World Fund 529-F-2 is a global mutual fund that targets long-term capital growth by investing primarily in small-cap companies around the world. Managed by Capital Research and Management Company, the fund seeks to capture growth opportunities among smaller, dynamic businesses across both developed and emerging markets. It primarily holds common stocks but may also include government and corporate debt securities, cash, and equivalents to maintain flexibility and manage risk.
The fund is notable for its diversified portfolio, holding hundreds of companies spanning various industries such as industrials, healthcare, consumer services, and technology. Its strategy is rooted in fundamental analysis, with active management aiming to identify undervalued growth stocks with strong potential. The fund’s global scope provides investors access to sectors and regions that might be otherwise underrepresented in domestic portfolios, enhancing overall diversification.
Designed especially for those seeking international small-cap exposure within a 529 college savings plan, American Funds Smallcap World Fund 529-F-2 provides a unique blend of global reach and focused investment in the small-cap segment, playing a significant role in diversifying investment strategies for long-term goals.
Fund Family Capital Group
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FSWFX
Share Class Class 529-f-2
Index MSCI All Country World Small Cap NR
FSWFX had a total return of 11.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.67%.
