Back to top
more

American Funds - Capital World Growth & Income Fund Class R-4 Shares: (MF: RWIEX)

(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET

$63.96 USD

-0.05 (-0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2024

Total Return %* Percentile Rank Objective
YTD 10.99 45
3 months 5.84 72
6 months 10.38 51
1 Year 15.61 38
3 Year 4.75 36
5 Year 9.74 46
10 Year 7.76 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 213.67
Bear Market (10/07 - 2/09) -50.80
Bull Market (2/09 - 3/21) 417.46

Load Adjusted Returns as of Jul 31, 2024

1 Year 18.05
5 Year 9.45
10 Year 7.45
Since Inception 10.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.16 1.55 NA NA
2023 6.24 5.79 -3.89 11.82
2022 -7.54 -14.78 -7.24 12.73
2021 4.38 5.67 -2.21 6.39
2020 -20.39 18.22 7.03 14.51
2019 12.15 2.92 -0.66 9.28

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.9920.79-17.6114.7515.3525.31-10.2924.636.50-2.573.58
% Total Return Rel to Index -3.05-3.621.48-3.401.280.110.124.511.170.180.66
% Total Return Rel to Peer 0.582.151.95-1.45-1.310.57-0.272.400.92-0.301.70
% Perf Quintile vs Peer* 0.002.003.004.003.004.004.003.003.004.003.00
% Dividends 0.541.100.861.010.730.871.020.911.060.870.86
% Yield 0.771.701.591.431.161.562.151.622.231.861.77
Capital Gains ($) 0.000.940.003.310.000.392.112.501.240.710.00
Expense Ratio 0.760.760.770.760.770.790.790.790.800.790.79

* 1 = Top 20%, 5 = Bottom 20%