RWIEX Mutual Fund

RWIEX Mutual Fund (Capital World Growth and Income Fund Class R-4) is managed by American Funds with $49.2M in net assets. RWIEX expense ratio is 0.76%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-06-27.

RWIEX performance shows a YTD return of 14.00%. The 1-year return is 26.07% and the 5-year return is 10.50%. RWIEX dividend yield stands at 9.31%, paid quarterly.

RWIEX 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 RWIEX holdings, RWIEX sectors, or RWIEX dividends.

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