CWIAX Mutual Fund

CWIAX Mutual Fund (Capital World Growth and Income Fund Class 529-A) is managed by American Funds with $49.2M in net assets. CWIAX expense ratio is 0.75%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-02-15.

CWIAX performance shows a YTD return of 14.00%. The 1-year return is 26.07% and the 5-year return is 10.96%. CWIAX dividend yield stands at 9.33%, paid quarterly.

CWIAX 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 CWIAX holdings, CWIAX sectors, or CWIAX dividends.

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