American Funds Capital World Growth and Income Fund®
Shareclass
American Funds Capital World Gr&Inc529F3 (FWCGX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 502 out of 1,090 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds Capital World Growth and Income Fund® FWCGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sanofi SA0.55% of assets$707.8M invested
- 2. AstraZeneca PLC0.72% of assets$930.87M invested
- 3. National Grid PLC0.09% of assets$118.29M invested
- 4. Publicis Groupe SA0.59% of assets$766.49M invested
- 5. National Bank of Canada0.11% of assets$147.13M invested
- 6. Iberdrola SA0.19% of assets$239.27M invested
- 7. Marriott International Inc Class A0.32% of assets$410.44M invested
- 8. Bureau Veritas SA0.39% of assets$498.06M invested
- 9. Takeda Pharmaceutical Co Ltd0.37% of assets$477.64M invested
- 10. Danone SA0.22% of assets$286.83M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Constellation Software Inc0.1% of assets$129.51M invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.25% of assets$328.92M invested
- 3. Blackstone Inc0.56% of assets$724.73M invested
- 4. Keyence Corp0.18% of assets$238.03M invested
- 5. Canadian Natural Resources Ltd1.01% of assets$1.3B invested
- 6. CVC Capital Partners PLC0.08% of assets$106.16M invested
- 7. Blue Owl Capital Inc Ordinary Shares - Class A0.19% of assets$247.47M invested
- 8. Tourmaline Oil Corp0.31% of assets$397.8M invested
- 9. Brown & Brown Inc0.09% of assets$111.93M invested
- 10. EPAM Systems Inc0.13% of assets$173.92M invested
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Financial performance
Performance data provided by
Find more financial data on FWCGX at Morningstar.com
Find more financial data on FWCGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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