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American Funds Smallcap World A: (MF: SMCWX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$70.43 USD
+1.17 (1.69%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in April 1990 and is managed by Capital Research and Management Company. The fund's main objective is to provide long-term growth of capital by investing in the stocks of smaller companies in the United States and around the world. The fund normally invests, at least 80% of assets in equities of companies with small market capitalizations, typically between $50 million and $1.5 billion at time of purchase. The fund invests usually in common stocks, government and corporate debt, cash and equivalents. If there are any dividends and capital gains, the management distributes them in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds SMALLCAP World A | SMCWX | 5.75 | NA | 0.00 | 0.25 | 0.61 | 1.05 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds SMALLCAP World A | SMCWX | 70.43 | 4/30/1990 | 0.00 | 6.69 | -6.05 | 6.62 |
| American Funds SMALLCAP World C | SCWCX | 54.07 | 3/15/2001 | 0.00 | 5.91 | -6.74 | 5.84 |
| American Funds SMALLCAP World F | SCWFX | 66.18 | 4/30/1990 | 0.00 | 6.65 | -6.08 | 6.59 |
| American Funds SMALLCAP World R5 | RSLFX | 70.26 | 11/1/2002 | 0.00 | 7.05 | -5.74 | 6.97 |
| American Funds SMALLCAP World R4 | RSLEX | 66.70 | 4/30/1990 | 0.00 | 6.74 | -6.02 | 6.65 |
| American Funds SMALLCAP World R3 | RSLCX | 62.25 | 4/30/1990 | 0.00 | 6.43 | -6.30 | 6.33 |
| American Funds SMALLCAP World R2 | RSLBX | 56.39 | 4/30/1990 | 0.00 | 5.94 | -6.72 | 5.86 |
| American Funds SMALLCAP World R1 | RSLAX | 56.22 | 4/30/1990 | 0.00 | 5.94 | -6.71 | 5.86 |
| American Funds SMALLCAP World 529A | CSPAX | 66.17 | 4/30/1990 | 0.00 | 6.66 | -6.07 | 6.59 |
| American Funds SMALLCAP World 529C | CSPCX | 55.65 | 4/30/1990 | 0.00 | 5.87 | -6.79 | 5.79 |
| American Funds SMALLCAP World 529E | CSPEX | 63.04 | 4/30/1990 | 0.00 | 6.46 | -6.26 | 6.38 |
| American Funds SMALLCAP World 529F | CSPFX | 67.94 | 4/30/1990 | 0.00 | 6.85 | -5.90 | 6.80 |
| American Funds SMALLCAP World F2 | SMCFX | 69.34 | 8/1/2008 | 0.00 | 6.99 | -5.80 | 6.91 |
| American Funds SMALLCAP World R6 | RLLGX | 70.02 | 5/1/2009 | 0.00 | 7.10 | -5.69 | 7.03 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds SMALLCAP World A | SMCWX | 250 | 50 | 25 | A |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |