About RWIHX
Capital World Growth and Income Fund (Class R-5E) is a globally diversified mutual fund dedicated to achieving long-term capital growth while also providing current income. Managed by Capital Research and Management Company, this fund invests primarily in common stocks of established companies across both domestic and international markets. Its portfolio is characterized by a blend of large-cap growth and value stocks, offering exposure to leading companies in technology, healthcare, consumer cyclicals, and other sectors. Notable holdings include technology giants such as Broadcom, Taiwan Semiconductor Manufacturing, and Microsoft, with substantial weightings in global blue-chip firms. The fund maintains a balanced investment approach, aiming to meet or exceed the yield of broad global market indices, such as the MSCI All-Country World Index, while actively managing risk through broad geographic and sector diversification. Designed for investors seeking to participate in global economic growth while maintaining a degree of income stability, this fund plays a significant role in retirement and diversified portfolios as a core global equity option.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RWIHX
Share Class Class R-5e
Index MSCI AC World NR USD
RWIHX had a total return of 17.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.56%.
