- What does SMCWX invest in?
- The fund typically allocates a minimum of 80% of its total assets to equity-linked instruments, encompassing common shares, preferred stock, and convertible bonds. These investments focus on businesses characterized by small market capitalizations, frequently including those with strong growth potential. Furthermore, a substantial portion of the fund's holdings is directed towards international markets, specifically targeting companies situated outside the United States, with a notable allocation to developing economies.
- What is the expense ratio of SMCWX?
- American Funds SMALLCAP World Fund Class A (SMCWX) charges an expense ratio of 1.03%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SMCWX?
- American Funds SMALLCAP World Fund Class A (SMCWX) is one share class of a fund that manages $89.77B across all of its share classes (CSPAX, RLLGX, RSLAX, SCWFX 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 SMCWX actively managed or an index fund?
- SMCWX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SMCWX's is 1.03%) in exchange for the discretion to over- or under-weight positions.
- When was SMCWX launched?
- American Funds SMALLCAP World Fund Class A (SMCWX) launched in April 1990 and is managed by Capital Group.
- How has SMCWX performed?
- SMCWX'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.
