CWGFX Mutual Fund

CWGFX Mutual Fund (Capital World Growth and Income Fund Class F-1) is managed by American Funds with $49.2M in net assets. CWGFX expense ratio is 0.79%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2001-03-15.

CWGFX performance shows a YTD return of 13.97%. The 1-year return is 26.02% and the 5-year return is 10.46%. CWGFX dividend yield stands at 9.27%, paid quarterly.

CWGFX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (5.6%), Broadcom Inc (3.5%), Capital Group Central Cash Fund (2.7%), Microsoft Corp (2.3%), Nvidia Corp. (2.2%). Go to all CWGFX holdings, CWGFX sectors, or CWGFX dividends.

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