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

CSPEX performance shows a YTD return of 9.22%. The 1-year return is 17.13% and the 5-year return is 1.01%. CSPEX dividend yield stands at 4.47%, paid annually.

CSPEX top holdings include Capital Group Central Cash Fund (3.1%), Lumentum Holdings Inc (1.4%), Comfort Systems USA Inc. (1.3%), Topbuild Corp (1.1%), Dollarama 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.