- What does SCWFX invest in?
- The American Funds SMALLCAP World F1 (SCWFX) primarily focuses its investments by allocating a minimum of 80% of its total assets to equity-related securities. These include ordinary shares, preferred stocks, convertible preferreds, and convertible bonds issued by companies with modest market capitalizations, with an emphasis on growth-oriented opportunities within this segment. Furthermore, the fund typically maintains a considerable international presence, investing a significant portion of its portfolio in companies located outside the United States, extending to promising emerging markets.
- What is the expense ratio of SCWFX?
- American Funds SMALLCAP World F1 (SCWFX) charges an expense ratio of 1.07%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SCWFX?
- American Funds SMALLCAP World F1 (SCWFX) is one share class of a fund that manages $89.77B across all of its share classes (CSPAX, RLLGX, RSLAX, SMCWX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is SCWFX actively managed or an index fund?
- SCWFX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SCWFX's is 1.07%) in exchange for the discretion to over- or under-weight positions.
- When was SCWFX launched?
- American Funds SMALLCAP World F1 (SCWFX) launched in April 1990 and is managed by Capital Group.
- How has SCWFX performed?
- SCWFX'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.
