Capital World Growth Fund Quote
RWIHX Fund | USD 68.05 0.23 0.34% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Capital World is trading at 68.05 as of the 26th of November 2024; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 67.82. Capital World has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Capital World Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. More on Capital World Growth
Moving together with Capital Mutual Fund
Capital Mutual Fund Highlights
Fund Concentration | American Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, American Funds (View all Sectors) |
Update Date | 30th of September 2024 |
Capital World Growth [RWIHX] is traded in USA and was established 26th of November 2024. Capital World is listed under American Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of American Funds family. This fund at this time has accumulated 99.03 B in assets with no minimum investment requirementsCapital World Growth is currently producing year-to-date (YTD) return of 14.92% with the current yeild of 0.02%, while the total return for the last 3 years was 5.41%.
Check Capital World Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital World Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital World Growth Mutual Fund Constituents
AIR | AAR Corp | Stock | Industrials | |
INTC | Intel | Stock | Information Technology | |
ABBV | AbbVie Inc | Stock | Health Care | |
VZ | Verizon Communications | Stock | Communication Services | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
PM | Philip Morris International | Stock | Consumer Staples | |
NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
NOVN | Novan Inc | Stock | Health Care |
Capital World Growth Risk Profiles
Mean Deviation | 0.5459 | |||
Semi Deviation | 0.7318 | |||
Standard Deviation | 0.7284 | |||
Variance | 0.5306 |
Capital World Against Markets
Other Information on Investing in Capital Mutual Fund
Capital World financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital World security.
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Global Correlations Find global opportunities by holding instruments from different markets |