About WGIFX
American Funds Capital World Growth and Income Fund Class F-2 is a global mutual fund designed to provide long-term capital growth along with current income. The fund primarily invests in common stocks of well-established companies from around the world, including both developed and emerging markets. Its diversified portfolio targets blue-chip firms across major sectors, with significant allocations to technology, healthcare, consumer defensive, and industrials. Noteworthy holdings include leading multinational corporations such as Broadcom, Microsoft, Taiwan Semiconductor Manufacturing, and Apple, highlighting the fund’s focus on innovation-driven and financially resilient businesses.
Managed by Capital Group, one of the industry’s oldest investment management firms, the fund employs a disciplined, research-driven approach that balances growth opportunities with risk management. It maintains a relatively low expense ratio and seeks income through investments in companies with the potential to pay dividends. Positioned in the global large-stock blend category, this fund plays a central role in providing investors access to worldwide equity markets while aiming for steady returns and income distribution over time.
Fund Family Capital Group
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WGIFX
Share Class Class F-2
Index MSCI AC World NR USD
WGIFX had a total return of 28.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.91%.
