Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.42% 126.48B 1.65% 36.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
965.83M 26.86% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term growth of capital while providing current income. 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. Under normal market circumstances, the fund will invest a significant portion of its assets in securities of issuers domiciled outside the United States, including those based in developing countries.
General
Security Type Mutual Fund
Oldest Share Symbol CWGIX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name World Large-Stock Blend
Category Index MSCI ACWI NR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name American Funds
Prospectus Benchmark Index
MSCI ACWI NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Sung Lee 15.67 yrs
Alfonso Barroso 14.67 yrs
David Riley 14.67 yrs
Michael Cohen 6.88 yrs
Jin Lee 2.67 yrs
Leo Hee 2.00 yrs
Jeremy Burge 1.75 yrs
Lara Pellini 0.66 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 10
965.83M
-1.329B Category Low
7.231B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of September 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 21, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
4.36%
-1.88%
6.85%
25.08%
-9.97%
25.74%
15.78%
12.86%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
9.05%
3.53%
-1.01%
3.92%
27.73%
-6.37%
29.46%
15.96%
11.66%
3.77%
-2.13%
5.52%
21.42%
-9.94%
25.02%
12.63%
18.52%
4.08%
-1.34%
7.43%
24.04%
-9.51%
30.66%
14.25%
15.44%
0.21%
-6.20%
7.26%
23.04%
-11.95%
25.23%
15.26%
14.84%
As of October 21, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-21-21) 1.65%
30-Day SEC Yield (9-30-21) Upgrade
7-Day SEC Yield (8-31-17) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.94
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2021

Asset Allocation

As of June 30, 2021.
Type % Net % Long % Short
Cash 3.61% Upgrade Upgrade
Stock 95.54% Upgrade Upgrade
Bond 0.40% Upgrade Upgrade
Convertible 0.20% Upgrade Upgrade
Preferred 0.24% Upgrade Upgrade
Other 0.01% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Microsoft Corp 3.34% 310.76 1.09%
Broadcom Inc 3.20% 514.15 0.93%
Taiwan Semiconductor Manufacturing Co Ltd
3.04% -- --
ASML Holding NV
1.84% -- --
LVMH Moet Hennessy Louis Vuitton SE
1.75% -- --
Netflix Inc 1.62% 653.16 4.48%
Abbott Laboratories 1.55% 125.05 1.41%
Facebook Inc Class A 1.49% 341.88 0.32%
Amazon.com Inc 1.47% 3435.01 0.58%
AIA Group Ltd
1.43% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee Upgrade
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term growth of capital while providing current income. 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. Under normal market circumstances, the fund will invest a significant portion of its assets in securities of issuers domiciled outside the United States, including those based in developing countries.
General
Security Type Mutual Fund
Oldest Share Symbol CWGIX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name World Large-Stock Blend
Category Index MSCI ACWI NR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name American Funds
Prospectus Benchmark Index
MSCI ACWI NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Sung Lee 15.67 yrs
Alfonso Barroso 14.67 yrs
David Riley 14.67 yrs
Michael Cohen 6.88 yrs
Jin Lee 2.67 yrs
Leo Hee 2.00 yrs
Jeremy Burge 1.75 yrs
Lara Pellini 0.66 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-21-21) 1.65%
30-Day SEC Yield (9-30-21) Upgrade
7-Day SEC Yield (8-31-17) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.94
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2021

Fund Details

Key Dates
Inception Date 5/1/2009
Last Annual Report Date 11/30/2020
Last Prospectus Date 2/1/2021
Share Classes
CWGCX C
CWGFX Other
CWGIX A
CWIAX A
CWICX C
CWIEX Other
CWIFX Other
FCWGX Other
FWCGX Other
FWGIX Inst
RWBEX Retirement
RWIAX Retirement
RWIBX Retirement
RWICX Retirement
RWIEX Retirement
RWIFX Retirement
RWIHX Retirement
WGIFX Other
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No