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Capital World Growth And Income Fund - Class 529-f-2: (MF: FCWGX)

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

$71.17 USD

-0.14 (-0.20%)

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 6.29 35
3 months 7.29 34
6 months 14.44 23
1 Year 27.72 19
3 Year 21.12 16
5 Year 11.28 27
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 24.49
5 Year 10.32
10 Year NA
Since Inception 11.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.07 13.03 5.99 3.98
2024 8.23 1.59 5.74 -1.83
2023 6.29 5.86 -3.81 11.87
2022 -7.49 -14.72 -7.18 12.81
2021 4.41 5.74 -2.16 6.45

Annual Return

202620252024202320222021
% Total Return 6.2924.4914.1521.10-17.3914.98
% Total Return Rel to Index 2.833.13-5.07-3.311.69-3.18
% Total Return Rel to Peer 2.146.011.772.462.16-1.22
% Perf Quintile vs Peer* 1.001.000.002.002.004.00
% Dividends 0.001.031.251.251.001.15
% Yield 0.001.261.771.481.851.64
Capital Gains ($) 0.006.343.890.940.003.31
Expense Ratio 0.000.510.520.500.520.55

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