FWCGX Mutual Fund

FWCGX Mutual Fund (Capital World Growth and Income Fund Class 529-F-3) is managed by American Funds with $49.2M in net assets. FWCGX expense ratio is 0.46%, holding 341 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 2020-10-30.

FWCGX performance shows a YTD return of 10.66%. The 1-year return is 12.87% and the 5-year return is 10.02%. FWCGX dividend yield stands at 1.79%, paid quarterly.

FWCGX 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 FWCGX holdings, FWCGX sectors, or FWCGX dividends.

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