FWCGX Mutual Fund

FWCGX Mutual Fund (Capital World Growth and Income Fund Class 529-F-3) is managed by American Funds with $49.2M in net assets. FWCGX expense ratio is 0.46%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2020-10-30.

FWCGX performance shows a YTD return of 14.20%. The 1-year return is 26.44% and the 5-year return is 11.29%. FWCGX dividend yield stands at 9.56%, paid quarterly.

FWCGX 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 FWCGX holdings, FWCGX sectors, or FWCGX dividends.

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