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American Funds Capital World Gr&Inc R5 (RWIFX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Capital World Gr&Inc R5 (RWIFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of American Funds Capital World Gr&Inc R5 Fund (RWIFX) ManagerFund Manager - Sung M. Lee

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar Funds: RWIAX  RWIBX  RWICX  RWIEX  RWIGX 
Fund Family: American Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of American Funds Capital World Gr&Inc R5 Fund (RWIFX) ProfileAmerican Funds Capital World Gr&Inc R5 Fund (RWIFX) Profile

Fund Profile and Description

American Funds Capital World Gr&Inc R5 Fund seeks long-term growth of capital while providing current income. American Funds Capital World Gr&Inc R5 Fund invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. It may also hold cash or money market instruments.

 

American Funds Capital World Gr&Inc R5 (RWIFX) Fund Strength What we like about American Funds Capital World Gr&Inc R5 (RWIFX) Fund

Data for American Funds Capital World Gr&Inc R5 Fund (RWIFX) as of May 30, 2016

  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) management has been with American Funds Capital World Gr&Inc R5 Fund for 14.0 years
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has good short-term performance (1-year return -4.77% vs -5.49% World Stock category median performance)
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has good mid-term performance (3-year return 5.94% vs 5.54% World Stock category median performance)
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has good Long-term performance (5-year return 6.12% vs 5.54% World Stock category median performance)
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) ratio of up-years vs down years is greater than 2
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Capital World Gr&Inc R5 Fund (RWIFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has an annual stock turnover rate of 35.00% vs World Stock average of 47.65%. It is good that American Funds Capital World Gr&Inc R5 management does not trade extensively for its return.
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.35, lower than category average of 12.23
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) has a lower expense ratio than its World Stock average: 0.49% vs 1.28%
  • American Funds Capital World Gr&Inc R5 Fund (RWIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Capital World Gr&Inc R5 Fund (RWIFX) Weakness What we are cautious about American Funds Capital World Gr&Inc R5 (RWIFX) Fund

Data for American Funds Capital World Gr&Inc R5 Fund (RWIFX) as of May 30, 2016

See American Funds Capital World Gr&Inc R5 Fund (RWIFX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Capital World Gr&Inc R5 Fund (RWIFX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Capital World Gr&Inc R52.09-4.775.946.12
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare American Funds Capital World Gr&Inc R5 Fund (RWIFX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of American Funds Capital World Gr&Inc R5 Fund (RWIFX) Net Asset TrackingAmerican Funds Capital World Gr&Inc R5 (RWIFX) Fund Net Asset

Track net asset change of American Funds Capital World Gr&Inc R5 fund (RWIFX)

DateNet Asset
05/2016$82.08B
03/2016$81.36B
02/2016$76.30B
More historic net asset information on American Funds Capital World Gr&Inc R5 Fund (RWIFX)

  

Graph of American Funds Capital World Gr&Inc R5 Fund (RWIFX) Portfolio TrackingAmerican Funds Capital World Gr&Inc R5 (RWIFX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Capital World Gr&Inc R5 fund (RWIFX)

DateCashStockBondOther
03/20161.64%92.78%1.04%4.34%
12/20152.1%93.65%1.34%2.72%
09/20152.55%93.69%0.9%2.84%
Click here to see more historic asset allocation information on American Funds Capital World Gr&Inc R5 Fund (RWIFX)

 

graph of American Funds Capital World Gr&Inc R5 Fund (RWIFX) Top 10 Position TrackingTop 10 Holdings in American Funds Capital World Gr&Inc R5 (RWIFX) Fund

Discover what American Funds Capital World Gr&Inc R5 Fund (RWIFX) manager is buying

Mar 30, 2016
Amgen Inc. [3.29%]
NOVARTIS AG BASL [2.46%]
Verizon Communications Inc. Com [2.19%]
Philip Morris International Inc [2%]
Imperial Brands PLC [1.71%]
Altria Group, Inc. [1.61%]
Prudential PLC [1.53%]
UBS Group AG Registered Ordinar [1.17%]
Oracle Corporation Common Stock [1.09%]
SSE PLC [1.06%]

Dec 30, 2015
Amgen Inc. [3.97%]
NOVARTIS AG BASL [2.89%]
Verizon Communications Inc. Com [1.91%]
Philip Morris International Inc [1.8%]
Prudential PLC [1.68%]
Altria Group, Inc. [1.51%]
UBS Group AG Registered Ordinar [1.4%]
Gilead Sciences, Inc. [1.27%]
Barclays PLC [1.25%]
Oracle Corporation Common Stock [1.15%]

Sep 29, 2015
Amgen Inc. [3.69%]
NOVARTIS AG BASL [3.11%]
Verizon Communications Inc. Com [1.75%]
Gilead Sciences, Inc. [1.66%]
Prudential PLC [1.58%]
Altria Group, Inc. [1.57%]
Philip Morris International Inc [1.53%]
Barclays PLC [1.42%]
UBS Group AG Registered Ordinar [1.37%]
Alphabet Inc. [1.18%]
Click here for Stock Holding Change Map in American Funds Capital World Gr&Inc R5 Fund (RWIFX)

  

Latest News on American Funds Capital World Gr&Inc R5 (RWIFX) Fund

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American Funds Capital World Gr&Inc R5 Fund (RWIFX) Related ResourcesSee more information on American Funds Capital World Gr&Inc R5 (RWIFX) Fund

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