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Capital World Growth And Income Fund Class 529-a Shares: (MF: CWIAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$64.98 USD
+1.21 (1.90%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in March 1993 and is managed by Capital Research and Management Company. The funds main objective is to provide long-term growth of capital with current income by investing in established, growing companies all over the world, including the United States. The fund invests primarily in blue chip stocks issued by companies in the world's largest stock markets. The fund is conservatively managed and focuses on established companies that pay regular dividends. The fund invests in common stocks, government and corporate bonds, and cash and equivalents. Dividends, if any, are paid in March, June, September and December. Capital gains, if any, are usually distributed in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Cap Wld Gr&Inc 529A | CWIAX | 3.50 | NA | 0.00 | 0.23 | 0.37 | 0.77 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Cap Wld Gr&Inc A | CWGIX | 61.43 | 3/26/1993 | 1.65 | 5.17 | 6.99 | 13.50 |
| American Funds Cap Wld Gr&Inc C | CWGCX | 60.63 | 3/15/2001 | 0.92 | 4.38 | 6.20 | 12.66 |
| American Funds Cap Wld Gr&Inc F | CWGFX | 60.57 | 3/26/1993 | 1.59 | 5.10 | 7.06 | 13.52 |
| American Funds Cap Wld Gr&Inc R4 | RWIEX | 60.66 | 3/26/1993 | 1.63 | 5.14 | 6.97 | 13.48 |
| American Funds Cap Wld Gr&Inc R3 | RWICX | 60.89 | 3/26/1993 | 1.34 | 4.83 | 6.66 | 13.14 |
| American Funds Cap Wld Gr&Inc R2 | RWIBX | 60.43 | 3/26/1993 | 0.91 | 4.37 | 6.18 | 12.63 |
| American Funds Cap Wld Gr&Inc R1 | RWIAX | 60.68 | 3/26/1993 | 0.91 | 4.38 | 6.18 | 12.64 |
| American Funds Cap Wld Gr&Inc 529A | CWIAX | 64.98 | 3/26/1993 | 1.62 | 5.13 | 6.95 | 13.46 |
| American Funds Cap Wld Gr&Inc 529C | CWICX | 60.45 | 3/26/1993 | 0.87 | 4.35 | 6.14 | 12.60 |
| American Funds Cap Wld Gr&Inc 529E | CWIEX | 61.05 | 3/26/1993 | 1.39 | 4.89 | 6.71 | 13.20 |
| American Funds Cap Wld Gr&Inc 529F | CWIFX | 60.47 | 3/26/1993 | 1.79 | 5.30 | 7.12 | 13.65 |
| American Funds Cap Wld Gr&Inc R5 | RWIFX | 60.87 | 3/26/1993 | 1.92 | 5.46 | 7.30 | 13.83 |
| American Funds Cap Wrld Gr & Inc F2 | WGIFX | 60.75 | 8/1/2008 | 1.87 | 5.40 | 7.24 | 13.76 |
| American Funds Cap Wld Gr&Inc R6 | RWIGX | 61.41 | 5/1/2009 | 1.97 | 5.50 | 7.36 | 13.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds Cap Wld Gr&Inc 529A | CWIAX | 250 | 50 | 25 | Q |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |