Capital World Growth Fund Quote

RWIGX Fund  USD 64.80  0.37  0.57%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Capital World is trading at 64.80 as of the 28th of March 2024; that is 0.57% increase since the beginning of the trading day. The fund's open price was 64.43. Capital World has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 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 2nd of July 2023 and ending today, the 28th of March 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

  0.97STFGX State Farm GrowthPairCorr
  0.87REJTX American Funds 2015PairCorr
  0.97AMFCX American Mutual FundPairCorr
  0.97AMFFX American Mutual FundPairCorr
  0.92RNCCX American Funds IncomePairCorr
  0.98REITX American Funds 2050PairCorr

Capital Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Capital World's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital World or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, American Funds, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date31st of March 2024
Capital World Growth [RWIGX] is traded in USA and was established 28th of March 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 7.63% with the current yeild of 0.02%, while the total return for the last 3 years was 5.93%.
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

AIRAAR CorpStockIndustrials
ABBVAbbVie IncStockHealth Care
BABAAlibaba Group HoldingStockConsumer Discretionary
INTCIntelStockInformation Technology
VZVerizon CommunicationsStockCommunication Services
GOOGAlphabet Class CStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
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Capital World Target Price Odds Analysis

Based on a normal probability distribution, the odds of Capital World jumping above the current price in 90 days from now is under 4%. The Capital World Growth probability density function shows the probability of Capital World mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Capital World Growth has a beta of -0.0298 indicating as returns on benchmark increase, returns on holding Capital World are expected to decrease at a much lower rate. During the bear market, however, Capital World Growth is likely to outperform the market. Additionally, capital World Growth has an alpha of 0.1382, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 64.8HorizonTargetOdds Above 64.8
96.24%90 days
 64.80 
3.69%
Based on a normal probability distribution, the odds of Capital World to move above the current price in 90 days from now is under 4 (This Capital World Growth probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .

Capital World Top Holders

RDATXAmerican Funds 2010Mutual FundTarget-Date 2000-2010
CPGAXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
CGGFXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
CPGCXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
RGTFXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
REBGXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
CGGEXAmerican Funds GlobalMutual FundWorld Large-Stock Growth
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Capital World Growth Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Capital World market risk premium is the additional return an investor will receive from holding Capital World long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Capital World. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Capital World's alpha and beta are two of the key measurements used to evaluate Capital World's performance over the market, the standard measures of volatility play an important role as well.

Capital World Against Markets

Picking the right benchmark for Capital World mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Capital World mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Capital World is critical whether you are bullish or bearish towards Capital World Growth at a given time. Please also check how Capital World's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Capital World without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Capital Mutual Fund?

Before investing in Capital World, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Capital World. To buy Capital World fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Capital World. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Capital World fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Capital World Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Capital World Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Capital World Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Capital World Growth?

The danger of trading Capital World Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Capital World is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Capital World. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Capital World Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Capital World Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Capital World Growth information on this page should be used as a complementary analysis to other Capital World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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When running Capital World's price analysis, check to measure Capital World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital World is operating at the current time. Most of Capital World's value examination focuses on studying past and present price action to predict the probability of Capital World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital World's price. Additionally, you may evaluate how the addition of Capital World to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.