Back to top
more

Capital World Growth And Income Fund Class 529-c Shares: (MF: CWICX)

(NASDAQ Mutual Funds) As of Aug 17, 2026 05:22 PM ET

$82.65 USD

-0.14 (-0.17%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 13.48 19
3 months 4.40 38
6 months 8.09 28
1 Year 25.10 17
3 Year 18.11 22
5 Year 10.03 29
10 Year 10.23 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 200.50
Bear Market (10/07 - 2/09) -51.35
Bull Market (2/09 - 3/21) 532.44

Load Adjusted Returns as of Jul 31, 2026

1 Year 26.22
5 Year 10.22
10 Year 10.77
Since Inception 9.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.52 16.39 NA NA
2025 -0.30 12.73 5.72 4.14
2024 7.96 1.36 5.45 -2.08
2023 6.01 5.58 -4.07 11.58
2022 -7.72 -14.95 -7.42 12.51
2021 4.17 5.47 -2.39 6.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.4823.7513.0019.82-18.2513.8614.4824.31-11.0017.785.59
% Total Return Rel to Index 4.682.40-6.21-4.590.83-4.290.40-0.89-0.57-2.330.26
% Total Return Rel to Peer 4.995.270.621.181.30-2.34-2.18-0.43-0.97-4.440.02
% Perf Quintile vs Peer* 2.002.003.003.003.004.003.004.004.005.003.00
% Dividends 0.230.630.580.650.430.510.300.480.610.470.69
% Yield 0.280.790.830.840.820.750.490.891.320.911.50
Capital Gains ($) 0.006.343.890.940.003.310.000.392.110.001.24
Expense Ratio 0.001.521.531.561.551.521.551.581.591.611.64

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