FWGIX Mutual Fund

FWGIX Mutual Fund (Capital World Growth and Income Fund Class F-3) is managed by American Funds with $49.2M in net assets. FWGIX expense ratio is 0.41%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2017-01-27.

FWGIX performance shows a YTD return of 14.22%. The 1-year return is 26.51% and the 5-year return is 10.79%. FWGIX dividend yield stands at 9.61%, paid quarterly.

FWGIX 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 FWGIX holdings, FWGIX sectors, or FWGIX dividends.

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