American Funds Capital World Growth And Income Fund

Scorecard
3 / 5 Stars
Lipper
2 2 4 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

According to the fund's prospectus, the investment objective is to provide investors with "long-term growth of capital while providing current income." The fund invests "on a global basis, in common stocks that are denominated in U.S. dollars or other currencies." Its goal is to invest in primarily blue-chip stocks that make regular dividend payments.

Asset Allocation

% Long % Net
Cash 4.89 4.89
Stocks 37.69 37.69
Bonds 0.22 0.22
Other 1.45 1.45
Foreign Bonds 0.57 0.57
Foreign Stocks 54.48 54.48
Convertible 0.09 0.09
Preferred 0.61 0.61

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Novartis AG NVSEF 3.73 3.02
Amgen Inc AMGN 8.96 2.44
Bayer AG BAYN --- 2.28
Philip Morris International, Inc. PM -7.67 1.92
BP PLC BPAQF 3.23 1.9
Altria Group Inc. MO -5.05 1.88
Gilead Sciences Inc GILD 8.46 1.81
Vodafone Group PLC VODPD -42.25 1.58
Google, Inc. Class A GOOG 7.32 1.38
AbbVie Inc ABBV -4.39 1.3