American Funds® Capital World Growth and Income Fund® - Class R-6

[Pages:1]American Funds? Capital World Growth and Income Fund? - Class R-6 ReleaseDate

..............................................................................................................................................................................................................................................................................................0.3..-.3..1..-.2.2.................................. Category World Large-Stock Blend

Investment Objective & Strategy

From the investment's prospectus

The investment seeks long-term growth of capital while providing current income.

The fund invests primarily in common stocks of wellestablished 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 in a number of countries outside the United States, and such investments may include securities domiciled in developing countries.

Past name(s) : American Funds Capital World G/I R6.

Volatility and Risk

Volatility as of 03-31-22

Investment

Low

Moderate

High

Category

Risk Measures as of 03-31-22

3 Yr Std Dev

3 Yr Beta

Port Avg Rel S&P 500

16.38

0.92

0.95

.

Rel Cat

0.96

0.99

Principal Risks Emerging Markets, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Income, Issuer, Equity Securities

Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.

Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.

Portfolio Analysis

Composition as of 03-31-22

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

% Assets

46.9 48.4 0.2 4.2 0.3

Top 10 Holdings as of 03-31-22

% Assets

Microsoft Corp

3.73

Broadcom Inc

3.42

Taiwan Semiconductor Manufacturing Co Ltd

3.14

Alphabet Inc Class C

1.70

U...n..i.t.e..d..H...e..a..l.t.h...G...r.o..u..p...I.n..c............................................................1....6..9.

Vale SA

1.64

Abbott Laboratories

1.53

ASML Holding NV

1.47

Canadian Natural Resources Ltd

1.43

LVMH Moet Hennessy Louis Vuitton SE

1.38

Morningstar Super Sectors as of 03-31-22

h Cyclical j Sensitive k Defensive

Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio %

Fund Family Name

0.42% of fund assets 0.42% of fund assets 0.37%

. 0.00% 0.05% 05-01-09 117,047.3 32.00 American Funds

Notes

% Fund

34.57

42.48

22.95

Morningstar Style BoxTM as of 03-31-22

% Mkt Cap

Large Mid Small

G...i.a..n..t.........................................5..2.....7..0.

Large

35.80

Medium

11.03

S...m...a..l.l..........................................0.....4..8.

Value Blend Growth

Micro

0.00

Morningstar World Regions as of 03-31-22

% Fund

A...m...e..r..i.c..a..s.................................................................................5..7....3..9.

North America

53.49

Latin America

3.90

G...r.e..a..t..e..r..E..u..r.o..p...e........................................................................2..4....4..6.

United Kingdom

5.97

Europe Developed

18.44

Europe Emerging

0.00

Africa/Middle East

0.06

.G..r.e..a..t..e..r..A...s.i.a.............................................................................1..8....1..4.

Japan

5.06

Australasia

1.75

Asia Developed

5.60

Asia Emerging

5.73

Waiver Data

Type

.

.

Exp. Date

%

.

.

Portfolio Manager(s)

Sung Lee. Since 2006.

Alfonso Barroso. Since 2007.

................................................................................................

Advisor

Capital Research and

Management Company

Subadvisor

.

?2022 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .

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13.1960-122 (04/22) CN1943339_1223

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