CWIEX Mutual Fund

CWIEX Mutual Fund (Capital World Growth and Income Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CWIEX expense ratio is 1.00%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-03-04.

CWIEX performance shows a YTD return of 13.84%. The 1-year return is 25.76% and the 5-year return is 10.24%. CWIEX dividend yield stands at 9.11%, paid quarterly.

CWIEX 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 CWIEX holdings, CWIEX sectors, or CWIEX dividends.

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