CSPEX Mutual Fund

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 946 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2002-03-15.

CSPEX performance shows a YTD return of 6.03%. The 1-year return is 8.76% and the 5-year return is 1.56%. CSPEX dividend yield stands at 4.60%, paid annually.

CSPEX top holdings include Capital Group Central Cash Fund (2.6%), Kokusai Electric Corporation Com Stk (1.4%), Mks Instruments Inc (1.2%), Diploma Plc (1.0%), Comfort Systems USA Inc. (0.9%). Go to all CSPEX holdings, CSPEX sectors, or CSPEX dividends.

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