CWIEX Mutual Fund

CWIEX Mutual Fund (Capital World Growth and Income Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CWIEX expense ratio is 1.00%, holding 333 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2002-03-04.

CWIEX performance shows a YTD return of 13.21%. The 1-year return is 19.48% and the 5-year return is 10.22%. CWIEX dividend yield stands at 1.21%, paid quarterly.

CWIEX 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 CWIEX holdings, CWIEX sectors, or CWIEX dividends.

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