CWGIX Mutual Fund

CWGIX Mutual Fund (Capital World Growth and Income Fund Class A) is managed by American Funds with $66.32B in net assets. CWGIX expense ratio is 0.73%, holding 341 positions across sectors including Information Technology, Communication Services, Materials. Inception date: 1993-03-26.

CWGIX performance shows a YTD return of 10.41%. The 1-year return is 12.57% and the 5-year return is 9.73%. CWGIX dividend yield stands at 1.53%, paid quarterly.

CWGIX 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 CWGIX holdings, CWGIX sectors, or CWGIX dividends.

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