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Mutual Fund Insights: American Funds Capital World G/I 529E Fund (CWIEX)

In-depth Analysis of American Funds Capital World G/I 529E Fund (CWIEX)

Mutual fund chart: American Funds Capital World G/I 529E Fund (CWIEX)

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See American Funds Capital World G/I 529E Fund (CWIEX) performance details as of February 28, 2010

  

    Last Trade: $33.68 on 3/19/2010, Change: -0.30 (-0.88%)

  

Fund ManagerFund Manager - Joyce E. M. Gordon

Fund Manager Tenure: 1.1 years   [Similar Funds: CWIAX  CWIBX  CWICX  CWIFX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Joyce E. M. Gordon is a senior vice president and director with Capital Research Global Investors. Joyce E. M. Gordon has been an investment professional since 1980, all with Capital Research and Management Company or an affiliate.  Get more insights on Joyce E. M. Gordon

  

What we like about American Funds Capital World G/I 529E Fund (CWIEX) What we like about American Funds Capital World G/I 529E Fund (CWIEX)

Data for American Funds Capital World G/I 529E Fund (CWIEX) as of February 28, 2010

  • American Funds Capital World G/I 529E Fund (CWIEX) has good Long-term performance (5-year return 4.05% vs 2.24 % World Stock category average)
  • American Funds Capital World G/I 529E Fund (CWIEX) ratio of up-years vs down years is greater than 2
  • American Funds Capital World G/I 529E Fund (CWIEX) has a Morningstar rating of 4 and above
  • American Funds Capital World G/I 529E Fund (CWIEX) has an annual stock turnover rate of 44.00% vs World Stock average of 107.12%. It is good that American Funds Capital World G/I 529E management does not trade extensively for its return.
  • American Funds Capital World G/I 529E Fund (CWIEX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.79, lower than category average of 23.02
  • American Funds Capital World G/I 529E Fund (CWIEX) has a lower management fee than its World Stock average: 1.17% vs 1.53%

  

What we are cautious about American Funds Capital World G/I 529E Fund (CWIEX) What we are cautious about American Funds Capital World G/I 529E Fund (CWIEX)

Data for American Funds Capital World G/I 529E Fund (CWIEX) as of February 28, 2010

  • American Funds Capital World G/I 529E Fund (CWIEX) management has been with American Funds Capital World G/I 529E Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • American Funds Capital World G/I 529E Fund (CWIEX) has a less-than-ideal short-term performance (1-year return 49.55% vs 55.76 % World Stock category average)
  • American Funds Capital World G/I 529E Fund (CWIEX) has a less-than-ideal mid-term performance (3-year return -3.51% vs -5.50 % World Stock category average)
  • Even though American Funds Capital World G/I 529E Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds Capital World G/I 529E Fund (CWIEX) performance details as of February 28, 2010

  

  

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American Funds Capital World G/I 529E Fund (CWIEX) Net Asset

Track net asset change of American Funds Capital World G/I 529E fund (CWIEX)

DateNet Asset
02/2010$77.53B
01/2010$82.72M
11/2009$80.31M
More historic net asset information on American Funds Capital World G/I 529E Fund (CWIEX)

  

American Funds Capital World G/I 529E Fund (CWIEX) Portfolio Allocation

Track portfolio allocation change of American Funds Capital World G/I 529E fund (CWIEX)

DateCashStockBondOther
09/20095.03%92.27%2.39%0.3%
06/200912.18%85.21%2.39%0.22%
03/200910.88%86.85%2.11%0.16%
Click here to see more historic asset allocation information on American Funds Capital World G/I 529E Fund (CWIEX)

  

Most Recent Top 10 Holdings in American Funds Capital World G/I 529E Fund (CWIEX)

Discover what American Funds Capital World G/I 529E Fund (CWIEX) manager is buying

30-Sep-09
BANCO SANTANDER CHI [2.31%]
Microsoft Corporation [2.3%]
Roche Holding AG [1.93%]
Novartis [1.87%]
Bay National Corporation (Maryl [1.75%]
GDF SUEZ [1.7%]
RWE AG [1.6%]
AT&T INC. [1.52%]
PHILIP MORRIS INTL [1.42%]
FRANCE TELECOM ADS [1.27%]

30-Jun-09
BANCO SANTANDER CHI [2.31%]
Microsoft Corporation [2.3%]
Roche Holding AG [1.93%]
Noven Pharmaceuticals, Inc. [1.87%]
Bayer AG [1.75%]
GDF SUEZ [1.7%]
RWE AG [1.6%]
AT&T INC. [1.52%]
PHILIP MORRIS INTL [1.42%]
FRANCE TELECOM ADS [1.27%]

31-Mar-09
Roche Holding AG [2.59%]
France Telecom SA [2.21%]
RWE AG [1.85%]
AT&T Inc [1.8%]
Microsoft Corporation [1.8%]
Gdf Suez [1.8%]
Bayer AG [1.75%]
Verizon Communications Inc [1.74%]
Novartis [1.4%]
Banco Santander SA [1.33%]
Click here for Stock Holding Change Map in American Funds Capital World G/I 529E Fund (CWIEX)

  

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