ASSOCIATED PRESS COVERAGE

 
American Funds Capital World Gr&Inc A  CWGIX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2014-08-31
Out of
World Stock Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar?
Style Box™
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   Large
   Blend
  
  
As of 2014-06-30
Day Change
$ 0.19
  
NAV (2014-09-16)
$ 47.41
  
YTD Return % (2014-09-16)
5.94%
  
Total Assets ($ mil)
89,434
View Data Definitions
  Performance    
Growth of $10,000 Fund: American Funds Capital World Gr&Inc A
(from 2004-01-01 to 2014-08-31) Category: World Stock
Index: MSCI EAFE NR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2014-09-16
Inception date: 1993-03-26 10yr and Inception Returns as of 2014-08-31
YTD Returns as of 2014-09-16
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
(1993-03-26)
Fund 5.94 13.77 16.55 10.15 9.42 11.37
+/- Category 1.22 0.98 1.96 -0.60 1.31 ---
+/- MSCI EAFE NR USD 5.03 6.32 3.64 3.23 2.41 ---
  Standardized Return %   After Tax Returns % as of
  as of as of 2014-08-31   On Distribution 2014-08-31
On Distr &
Sales of Shrs
1 Yr Annualized --- 13.87   12.77 7.81
5 Yr Annualized --- 10.28   9.34 7.74
10 Yr Annualized --- 8.78   7.49 6.72
Inception(1993-03-26) --- 11.13   11.06 ---
Max Front Load % Max Back Load % Net Exp Ratio % Gross Expense Ratio %
5.75 --- 0.80 0.80
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-421-4225 or visit www.americanfunds.com.
  Portfolio Profile    
Asset Allocation
% of Net Assets
Cash 5.0
Stocks 89.4
Bonds 0.6
Other 5.1
Foreign Stocks 49.4
(as a % of Assets)
Data through 2014-06-30
 
Holding Status
Total Number of Stock Holdings 234 Turnover % 17
Total Number of Bond Holdings 32 30 Day SEC Yield % 1.66
% of Assets in Top 10 Holdings 20.44 ending as of 2014-06-30
View Data Definitions
Top 10 Holdings Sector Country % of Net
Assets
Novartis AG Switzerland 3.06
Amgen Inc United States 2.85
Gilead Sciences Inc United States 2.29
Bayer AG Germany 2.10
Altria Group Inc United States 2.09
BP PLC United Kingdom 2.03
Verizon Communications Inc United States 1.75
Philip Morris International Inc United States 1.65
AbbVie Inc United States 1.35
Samsung Electronics Co Ltd South Korea 1.27
Data through 2014-06-30
  Other Information
Fund Inception: 1993-03-26
Portfolio Manager  (Start Date)
Mark E. Denning   (1993-03-26)
Denning is a senior vice president for Capital Research Company with portfolio manager responsibilities. Mark is a director of The Capital Group Companies, Capital International Limited and Capital Research and Management Company. Prior to 1982, Denning worked in the operations department of J & F Martell and Co. in France.
Jeanne K. Carroll   (2004-02-01)
Carroll is the senior vice president of the Capital Research Company, her employer since 1993.
Sung Lee   (2006-02-01)
Lee is a senior vice president of Capital Research Company Investment. He has 15 years investment professional experience, all with this firm. Before being a portfolio counselor, Lee worked as an investment analyst for the fund for 11 years.
L. Alfonso Barroso   (2006-08-29)
Investment professional for 16 years, all with Capital Research and Management Company or affiliate
David M. Riley   (2006-08-29)
Riley is a senior vice president with Capital Research Company. He has been an investment professional for 15 years, all with Capital Research and Management Company or affiliate.
Joyce E. Gordon   (2007-08-29)
Gordon is a senior vice president and director with Capital Research Global Investors. She has been an investment professional since 1980, all with Capital Research and Management Company or an affiliate.
Eric S. Richter   (2009-02-01)
Eric S. Richter is a senior vice president of Capital Research and Management Company.
Harold H. La   (2014-02-01)
Mr La is an equity portfolio manager and senior vice president –Capital Research Global Investors at Capital Research and Management Company.
Sales Charge %
(taken from prospectus dated 2014-08-29)
Front: 5.75
Deferred: None
Expense Ratio % 0.80
based on net assets
(taken from annual report dated 2013-11-30)
Correspondence Information
Capital World Growth & Income Fund Inc
333 S HOPE ST - 55TH FL (MICG)
Los Angeles,  DE  90071
USA
Telephone:
800-421-4225
Data on this page does not include the fund's short positions (if any).
Show Data Definitions
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.