About RCWAX
Capital World Bond Fund (Class R-1) is a global fixed-income mutual fund designed to seek a high level of total return through prudent investment management. The fund invests primarily in sovereign and corporate bonds from over 60 developed and emerging markets, offering investors broad diversification across geographies and credit qualities. Its strategy is conservative, with moderate exposure to emerging markets and a focus on both U.S. and non-U.S. debt securities, including government bonds, corporate notes, mortgage-backed obligations, and asset-backed securities. The portfolio is actively managed to respond to shifting global economic conditions and interest rate environments, making it a relevant vehicle for investors seeking income and potential capital preservation in a volatile market. Currently, the fund holds more than 2,000 individual bonds and maintains a significant allocation to non-U.S. government and agency securities, underscoring its international character. Capital World Bond Fund is recognized for its global reach, experienced management team, and disciplined risk management approach, providing market participants with a means to access a diversified segment of the global bond universe.
Fund Family Capital Group
Category World Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RCWAX
Share Class Class R-1
Index Bloomberg Global Aggregate Bond TR
RCWAX had a total return of 3.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.37%.
