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American Funds Capital World Growth & Income Fund Class A Shares: (MF: CWGIX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:19 PM ET

$81.05 USD

+0.27 (0.33%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.39 14
3 months 8.59 17
6 months 16.46 16
1 Year 33.73 14
3 Year 22.82 14
5 Year 11.13 19
10 Year 12.16 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 215.16
Bear Market (10/07 - 2/09) -50.79
Bull Market (2/09 - 3/21) 662.84

Load Adjusted Returns as of May 31, 2026

1 Year 16.04
5 Year 7.63
10 Year 9.99
Since Inception 10.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.32 NA NA NA
2025 -0.11 12.97 5.93 3.91
2024 8.17 1.55 5.67 -1.89
2023 6.24 5.79 -3.88 11.80
2022 -7.54 -14.77 -7.23 12.72
2021 4.37 5.67 -2.21 6.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.3924.2213.8920.80-17.6014.7715.3725.31-10.2524.676.50
% Total Return Rel to Index 3.152.87-5.33-3.611.48-3.381.290.100.174.551.17
% Total Return Rel to Peer 3.065.741.512.161.95-1.43-1.290.56-0.222.440.92
% Perf Quintile vs Peer* 2.001.003.003.002.004.003.004.004.003.003.00
% Dividends 0.200.881.111.110.881.030.730.881.040.931.07
% Yield 0.241.071.191.251.601.451.151.572.191.632.24
Capital Gains ($) 0.006.343.890.940.003.310.000.392.112.501.24
Expense Ratio 0.000.730.740.750.750.750.770.770.750.770.79

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