CWGIX Mutual Fund

CWGIX Mutual Fund (Capital World Growth and Income Fund Class A) is managed by American Funds with $49.2M in net assets. CWGIX expense ratio is 0.73%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1993-03-26.

CWGIX performance shows a YTD return of 14.03%. The 1-year return is 26.11% and the 5-year return is 11.00%. CWGIX dividend yield stands at 9.31%, paid quarterly.

CWGIX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (5.6%), Broadcom Inc (3.5%), Capital Group Central Cash Fund (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Nvidia Corp. (2.2%). 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.