American Funds Capital World Gr&Inc F2 (WGIFX)
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American Funds Capital World Gr&Inc F2
Los Angeles CA 90071
333 S Hope St - 55th Fl (MICG)
Capital World Growth & Income Fund Inc
213-486-9200
Management Information
,Lead Manager since January 31, 2019
Reed Lowenstein is a portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst with research responsibility for U.S. and European materials, electrical equipment, consumer durables & apparel, as well as European semiconductors, machinery and renewable energy companies. He holds a master’s degree from Stanford Graduate School of Business and a bachelor’s degree in drama from Tufts University, graduating magna cum laude and Phi Beta Kappa. Reed is based in New York.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Large-Stock Blend
Fund FamilyAmerican Funds
Net Assets125B
YTD Return8.23%
Yield1.90%
Morningstar Rating★★★
Inception DateMar 14, 2001
Fund Operations
Last Dividend0.24
Last Cap Gain36.00
Holdings Turnover27.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWGIFXCategory Average
Annual Report Expense Ratio (net)1.50%0.95%
Prospectus Net Expense Ratio1.50%N/A
Prospectus Gross Expense Ratio1.50%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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