American Funds Capital World Gr&Inc529F3 (FWCGX)

Fund Assets	117.57B
Expense Ratio	0.47%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	5.19
Dividend Yield	7.92%
Dividend Growth	134.71%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 17, 2024

Previous Close	66.32
YTD Return	4.11%
1-Year Return	17.08%
5-Year Return	n/a
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	347
Inception Date	Oct 30, 2020

About FWCGX

FWCGX was founded on 2020-10-30. The Fund's investment strategy focuses on Global. The minimum amount to invest in Capital World Growth & Income Fund; Class 529-F-3 Shares is $250 on a standard taxable account. Capital World Growth & Income Fund; Class 529-F-3 Shares seeks long-term growth of capital while providing current income. FWCGX invests primarily in stocks of well-established companies located around the world and that the investment adviser believes to be relatively resilient to market declines.

• Category: World Large-Stock Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: FWCGX
• Share Class: Class 529-f-3
• Index: MSCI AC World NR USD

Performance

FWCGX had a total return of 17.08% in the past year. Since the fund's inception, the average annual return has been 9.28%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
RWIGX	Class R-6	0.41%
FWGIX	Class F-3	0.41%
RWIFX	Class R-5	0.46%
WGIFX	Class F-2	0.52%

Top 10 Holdings

26.41% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	5.44%
Taiwan Semiconductor Manufacturing Company Limited	2330	4.09%
Microsoft Corporation	MSFT	3.78%
Capital Group Central Cash Fund	n/a	2.43%
Apple Inc.	AAPL	2.13%
Amazon.com, Inc.	AMZN	2.11%
Philip Morris International Inc.	PM	1.87%
Eli Lilly and Company	LLY	1.72%
Meta Platforms, Inc.	META	1.50%
NVIDIA Corporation	NVDA	1.34%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 17, 2024	$4.3092	Dec 18, 2024
Sep 16, 2024	$0.2458	Sep 17, 2024
Jun 10, 2024	$0.3946	Jun 11, 2024
Mar 11, 2024	$0.2441	Mar 12, 2024
Dec 12, 2023	$1.3458	Dec 13, 2023
Sep 11, 2023	$0.2422	Sep 12, 2023