American Funds Capital World Gr&Inc F2

Frequently Asked Questions About WGIFX

What does WGIFX invest in?

The fund's core investment strategy involves purchasing common shares of seasoned companies operating across the globe. A notable characteristic of many of these corporations is their potential to distribute dividends. The portfolio's global scope means it acquires these equity holdings regardless of whether they are priced in U.S. dollars or alternative foreign currencies. Ordinarily, a considerable segment of the fund's holdings will be dedicated to enterprises situated in various international markets beyond American borders, including those within emerging nations.

What is the expense ratio of WGIFX?

American Funds Capital World Gr&Inc F2 (WGIFX) charges an expense ratio of 0.52%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WGIFX?

American Funds Capital World Gr&Inc F2 (WGIFX) manages $159.17B 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 WGIFX actively managed or an index fund?

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

When was WGIFX launched?

American Funds Capital World Gr&Inc F2 (WGIFX) launched in August 2008 and is managed by Capital Group.

How has WGIFX performed?

WGIFX'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.