FSWFX Mutual Fund

FSWFX Mutual Fund (SMALLCAP World Fund Class 529-F-2) is managed by American Funds with $49.2M in net assets. FSWFX expense ratio is 0.76%, holding 857 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2020-10-30.

FSWFX performance shows a YTD return of 9.53%. The 1-year return is 17.71% and the 5-year return is 1.51%. FSWFX dividend yield stands at 4.58%, paid annually.

FSWFX top holdings include Capital Group Central Cash Fund (3.1%), Lumentum Holdings Inc (1.4%), Comfort Systems USA Inc. (1.3%), Topbuild Corp (1.1%), Dollarama Inc (0.9%). Go to all FSWFX holdings, FSWFX sectors, or FSWFX dividends.

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