CWIFX Mutual Fund

CWIFX Mutual Fund (Capital World Growth and Income Fund Class 529-F-1) is managed by American Funds with $49.2M in net assets. CWIFX expense ratio is 0.85%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-09-17.

CWIFX performance shows a YTD return of 11.65%. The 1-year return is 25.05% and the 5-year return is 10.44%. CWIFX dividend yield stands at 9.56%, paid quarterly.

CWIFX 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 CWIFX holdings, CWIFX sectors, or CWIFX dividends.

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