RWIFX Mutual Fund

RWIFX Mutual Fund (Capital World Growth and Income Fund Class R-5) is managed by American Funds with $49.2M in net assets. RWIFX expense ratio is 0.46%, holding 333 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-05-15.

RWIFX performance shows a YTD return of 14.20%. The 1-year return is 26.44% and the 5-year return is 10.74%. RWIFX dividend yield stands at 9.55%, paid quarterly.

RWIFX 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 RWIFX holdings, RWIFX sectors, or RWIFX dividends.

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