RWBEX Mutual Fund

RWBEX Mutual Fund (Capital World Growth and Income Fund Class R-2E) is managed by American Funds with $49.2M in net assets. RWBEX expense ratio is 1.21%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2014-08-29.

RWBEX performance shows a YTD return of 13.68%. The 1-year return is 25.49% and the 5-year return is 10.03%. RWBEX dividend yield stands at 8.91%, paid quarterly.

RWBEX 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 RWBEX holdings, RWBEX sectors, or RWBEX dividends.

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