CWIAX Mutual Fund

CWIAX Mutual Fund (Capital World Growth and Income Fund Class 529-A) is managed by American Funds with $49.2M in net assets. CWIAX expense ratio is 0.75%, holding 341 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2002-02-15.

CWIAX performance shows a YTD return of 10.39%. The 1-year return is 12.54% and the 5-year return is 9.24%. CWIAX dividend yield stands at 1.51%, paid quarterly.

CWIAX top holdings include Tsmc (5.5%), Broadcom Inc (3.5%), Capital Group Central Cash Fund (2.6%), Microsoft Corp (2.6%), NVIDIA Corp (2.4%). Go to all CWIAX holdings, CWIAX sectors, or CWIAX dividends.

CWIAX can be compared against other funds. Use CWIAX overlap to find shared positions, or CWIAX vs another fund for a side-by-side view. CWIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.