American Funds Capital World Growth and Income Fund Class 529-A

Frequently Asked Questions About CWIAX

What does CWIAX invest in?

This fund primarily allocates its capital to the equity shares of well-established companies operating across the globe. A significant characteristic of these investments is their potential to offer dividends. The fund's worldwide strategy incorporates common stocks denominated in various currencies, including the U.S. dollar. Under typical market conditions, a substantial portion of its assets will be dedicated to securities from issuers headquartered in numerous countries outside the United States, and this may extend to investments in developing economies.

What is the expense ratio of CWIAX?

American Funds Capital World Growth and Income Fund Class 529-A (CWIAX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

What is CWIAX's dividend yield?

CWIAX's trailing-twelve-month yield is 9.33%, calculated from the sum of dividends over the past year divided by the current price.

How big is CWIAX?

American Funds Capital World Growth and Income Fund Class 529-A (CWIAX) manages $157.74B 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 CWIAX actively managed or an index fund?

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

When was CWIAX launched?

American Funds Capital World Growth and Income Fund Class 529-A (CWIAX) launched in February 2002 and is managed by Capital Group.