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Fund Intelligence | Best Managers | RWIAX Insights | RWIAX Score | RWIAX Performance | RWIAX Manager | RWIAX News | RWIAX Allocation | RWIAX Holdings Change

Mutual Fund Insights: American Funds Capital World G/I R1 Fund (RWIAX)

In-depth Analysis of American Funds Capital World G/I R1 Fund (RWIAX)

Mutual fund chart: American Funds Capital World G/I R1 Fund (RWIAX)

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See American Funds Capital World G/I R1 Fund (RWIAX) performance details as of January 31, 2010

  

    Last Trade: $33.41 on 3/15/2010, Change: -0.23 (-0.68%)

  

Fund Manager - Mark E. Denning

Fund Manager Tenure: 17.0 years   [Similar Funds: RWIBX  RWICX  RWIEX  RWIFX ]
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Denning is a senior vice president for Capital Research Company with portfolio manager responsibilities. Mark is a director of The Capital Group Companies, Capital International Limited and Capital Research and Management Company. Prior to 1982, Denning worked in the operations department of J & F Martell and Co. in France.  Get more insights on Mark E. Denning

  

What we like about American Funds Capital World G/I R1 Fund (RWIAX) What we like about American Funds Capital World G/I R1 Fund (RWIAX)

Data for American Funds Capital World G/I R1 Fund (RWIAX) as of January 31, 2010

  • American Funds Capital World G/I R1 Fund (RWIAX) management has been with American Funds Capital World G/I R1 Fund for 17.0 years
  • American Funds Capital World G/I R1 Fund (RWIAX) has good mid-term performance (3-year return -4.36% vs -6.17% World Stock category average)
  • American Funds Capital World G/I R1 Fund (RWIAX) has good Long-term performance (5-year return 4.30% vs 2.47% World Stock category average)
  • American Funds Capital World G/I R1 Fund (RWIAX) ratio of up-years vs down years is greater than 2
  • American Funds Capital World G/I R1 Fund (RWIAX) has a Morningstar rating of 4 and above
  • American Funds Capital World G/I R1 Fund (RWIAX) has an annual stock turnover rate of 44.00% vs World Stock average of 93.35%. It is good that American Funds Capital World G/I R1 management does not trade extensively for its return.
  • American Funds Capital World G/I R1 Fund (RWIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.79, lower than category average of 22.99
  • American Funds Capital World G/I R1 Fund (RWIAX) has a lower management fee than its World Stock average: 1.52% vs 1.53%

  

What we are cautious about American Funds Capital World G/I R1 Fund (RWIAX) What we are cautious about American Funds Capital World G/I R1 Fund (RWIAX)

Data for American Funds Capital World G/I R1 Fund (RWIAX) as of January 31, 2010

  • American Funds Capital World G/I R1 Fund (RWIAX) has a less-than-ideal short-term performance (1-year return 38.08% vs 40.69% World Stock category average)
  • Even though American Funds Capital World G/I R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses
See American Funds Capital World G/I R1 Fund (RWIAX) performance details as of January 31, 2010

  

  

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American Funds Capital World G/I R1 Fund (RWIAX) Net Asset

Track net asset change of American Funds Capital World G/I R1 fund (RWIAX)

DateNet Asset
01/2010$224.54M
11/2009$216.85M
10/2009$202.89M
More historic net asset information on American Funds Capital World G/I R1 Fund (RWIAX)

  

American Funds Capital World G/I R1 Fund (RWIAX) Portfolio Allocation

Track portfolio allocation change of American Funds Capital World G/I R1 fund (RWIAX)

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 R1 Fund (RWIAX)

  

Most Recent Top 10 Holdings in American Funds Capital World G/I R1 Fund (RWIAX)

Discover what American Funds Capital World G/I R1 Fund (RWIAX) 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 R1 Fund (RWIAX)

  

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