About RWBEX
The Capital World Growth and Income Fund Class R-2E is a diversified global mutual fund managed by Capital Research and Management Company. Its primary objective is to achieve long-term capital growth while also providing current income to investors. The fund invests predominantly in common stocks of well-established companies across both developed and emerging markets, aiming for resilience during market downturns and broad participation in global economic growth.
Designed for investors seeking to balance growth potential with current income, the fund’s portfolio spans a variety of sectors, with significant allocations to technology, healthcare, consumer defensive, and industrial companies. Notable holdings as of early 2025 include major global blue chips such as Broadcom, Microsoft, Taiwan Semiconductor Manufacturing, Apple, and Eli Lilly.
Class R-2E shares cater especially to retirement and small investment plans, featuring a relatively low minimum investment and an expense ratio that reflects its active global management approach. The fund stands out in the global large-stock blend category, aiming to provide a core holding for investors seeking diversification across geographies and industries.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RWBEX
Share Class Class R-2e
Index MSCI AC World NR USD
RWBEX had a total return of 16.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.41%.
