About RWIEX
Capital World Growth and Income Fund - Class R4 is a globally diversified mutual fund focused on delivering long-term capital growth alongside current income. The fund invests primarily in common stocks of established companies from markets around the world, targeting businesses with solid fundamentals and the potential to pay dividends. Its portfolio spans a broad range of sectors, with notable allocations to information technology, healthcare, consumer cyclical, and defensive industries. Top holdings include leading multinational corporations such as Broadcom, Taiwan Semiconductor Manufacturing, Microsoft, and Apple, reflecting the fund's emphasis on industry leaders and innovation-driven growth.
This fund is structured to blend growth and income objectives, making it suitable for investors seeking balanced exposure to both rising equity values and dividend distributions. With a substantial asset base and a disciplined investment approach, the fund plays a significant role in the global large-cap blend category. Its strategy aims to capture opportunities across developed and emerging markets, supporting portfolio diversification and resilience through changing market cycles.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RWIEX
Share Class Class R-4
Index MSCI AC World NR USD
RWIEX had a total return of 20.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
