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American Funds Capital World Growth & Income Fund Class F-1 Shs: (MF: CWGFX)

(NASDAQ Mutual Funds) As of Aug 13, 2025 08:00 PM ET

$72.57 USD

+0.13 (0.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.79 26
3 months 12.94 32
6 months 12.79 26
1 Year 16.92 30
3 Year 17.61 27
5 Year 12.49 32
10 Year 9.15 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 214.18
Bear Market (10/07 - 2/09) -50.78
Bull Market (2/09 - 3/21) 503.43

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.92
5 Year 12.48
10 Year 9.15
Since Inception 10.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 12.94 NA NA
2024 8.16 1.53 5.66 -1.91
2023 6.22 5.77 -3.90 11.80
2022 -7.55 -14.79 -7.25 13.15
2021 4.37 5.65 -2.22 6.38
2020 -20.39 18.23 7.02 14.49

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.7913.8220.72-17.3214.7015.3225.26-10.3324.616.45-2.21
% Total Return Rel to Index 3.04-5.40-3.681.76-3.451.250.060.094.491.120.54
% Total Return Rel to Peer 2.201.442.082.23-1.50-1.340.52-0.302.380.880.06
% Perf Quintile vs Peer* 0.000.003.002.004.003.004.004.003.003.004.00
% Dividends 0.521.061.071.050.980.710.851.010.901.041.03
% Yield 0.701.501.581.921.401.131.532.141.592.202.22
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.000.800.810.810.800.810.820.810.830.830.81

* 1 = Top 20%, 5 = Bottom 20%