CWGIX Mutual Fund

CWGIX Mutual Fund (Capital World Growth and Income Fund Class A) is managed by American Funds with $49.2M in net assets. CWGIX expense ratio is 0.73%, holding 333 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1993-03-26.

CWGIX performance shows a YTD return of 13.43%. The 1-year return is 19.81% and the 5-year return is 10.96%. CWGIX dividend yield stands at 1.47%, paid quarterly.

CWGIX top holdings include Tsmc (6.0%), Broadcom Inc (3.9%), Capital Group Central Cash Fund (3.1%), Micron Technology, Inc. (2.7%), Nvidia Corp (2.3%). Go to all CWGIX holdings, CWGIX sectors, or CWGIX dividends.

CWGIX can be compared against other funds. Use CWGIX overlap to find shared positions, or CWGIX vs another fund for a side-by-side view. CWGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.