American Funds SMALLCAP World 529A

Frequently Asked Questions About CSPAX

What does CSPAX invest in?

This fund typically allocates a minimum of 80% of its total assets to equity securities from companies featuring small market capitalizations. These holdings may include common stocks, preferred stocks, convertible preferred stocks, and convertible bonds, with a particular focus on growth-oriented companies. Furthermore, under normal operating conditions, a significant portion of its portfolio is dedicated to international markets, encompassing investments in developing economies outside the United States.

What is the expense ratio of CSPAX?

American Funds SMALLCAP World 529A (CSPAX) charges an expense ratio of 1.04%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSPAX?

American Funds SMALLCAP World 529A (CSPAX) manages $89.77B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CSPAX actively managed or an index fund?

CSPAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CSPAX launched?

American Funds SMALLCAP World 529A (CSPAX) launched in April 1990 and is managed by Capital Group.

How has CSPAX performed?

CSPAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.