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Capital World Growth And Income Fund Class 529-e Shares: (MF: CWIEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:24 PM ET

$70.73 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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.20 37
3 months 7.16 36
6 months 14.14 26
1 Year 27.09 22
3 Year 20.52 20
5 Year 10.73 35
10 Year 11.88 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 208.48
Bear Market (10/07 - 2/09) -51.02
Bull Market (2/09 - 3/21) 549.96

Load Adjusted Returns as of Feb 28, 2026

1 Year 23.88
5 Year 9.78
10 Year 10.47
Since Inception 10.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.17 12.88 5.86 3.84
2024 8.10 1.48 5.60 -1.96
2023 6.16 5.72 -3.93 11.74
2022 -7.60 -14.83 -7.29 12.65
2021 4.31 5.60 -2.27 6.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.2023.8813.5820.49-17.8114.4615.0824.98-10.5324.306.18
% Total Return Rel to Index 2.782.53-5.64-3.921.27-3.701.01-0.22-0.114.190.85
% Total Return Rel to Peer 2.095.401.201.851.74-1.74-1.580.23-0.502.070.61
% Perf Quintile vs Peer* 1.002.000.003.003.004.003.004.004.003.003.00
% Dividends 0.000.690.930.950.730.860.600.740.890.780.93
% Yield 0.000.861.341.011.381.240.981.371.921.422.02
Capital Gains ($) 0.006.343.890.940.003.310.000.392.112.501.24
Expense Ratio 0.001.001.011.021.021.011.021.041.051.061.09

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