CSPEX Mutual Fund
CSPEX Mutual Fund
SMALLCAP World Fund Class 529-E

CSPEX Mutual Fund Overview
CSPEX Mutual Fund (SMALLCAP World Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CSPEX expense ratio is 1.25%, holding 857 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2002-03-15.
CSPEX performance shows a YTD return of 9.44%. The 1-year return is 24.20% and the 5-year return is 4.08%. CSPEX dividend yield stands at 4.20%, paid annually.
CSPEX top holdings include Capital Group Central Cash Fund (3.1%), Lumentum Holdings Inc (1.4%), Comfort Systems U.s.a., Inc. (1.3%), Topbuild Corp (1.1%), Dollarama Inc - Common (0.9%). View all CSPEX holdings, sector breakdown, or dividend history.
CSPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.