American Funds Capital World Growth And Income Fund

Scorecard
3 / 5 Stars
Lipper
2 1 4 4 2
Zacks Investment Research
2 (Buy)
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 4.85 4.85
Stocks 39.61 39.61
Bonds 0.29 0.29
Other 3.69 3.69
Foreign Bonds 0.44 0.44
Foreign Stocks 51.07 51.07
Convertible 0.0 0.0
Preferred 0.05 0.05

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Novartis AG NVSEF 16.18 3.21
Amgen Inc AMGN 6.53 2.99
Bayer AG BAYZF 3.07 2.16
Altria Group Inc. MO 11.46 1.96
BP PLC BPAQF 13.36 1.91
Gilead Sciences Inc GILD 13.57 1.74
Verizon Communications Inc VZ 2.63 1.68
Philip Morris International, Inc. PM -1.19 1.67
Google Inc Class A GOOGL 5.45 1.43
AbbVie Inc ABBV 9.28 1.28