CWIAX Mutual Fund

CWIAX Mutual Fund (Capital World Growth and Income Fund Class 529-A) is managed by American Funds with $49.2M in net assets. CWIAX expense ratio is 0.75%, holding 333 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2002-02-15.

CWIAX performance shows a YTD return of 13.41%. The 1-year return is 19.77% and the 5-year return is 10.93%. CWIAX dividend yield stands at 1.45%, paid quarterly.

CWIAX 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 CWIAX holdings, CWIAX sectors, or CWIAX dividends.

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