American Funds SMALLCAP World Fund Class A

Frequently Asked Questions About SMCWX

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) manages $94.26B 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 SMCWX actively managed or an index fund?

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

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.