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SP 500   1,673   3.56  Index Moved Up 0.21%
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Collecting data for CWIEX

American quote and profile

 
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41.95
  
FUND
0.01  Macroaxis: 0.02 Up   0.02%  
May 22 2013
Advice
 

Diversification Suggestion

Use American to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze American Funds Capital Trend or Check current 30 days American correlation with market (S&P 500)
1 Month Beta 0.7  
Highest Price:  
Lowest Price:  		41.95  
39.45  		May 21 2013 
April 22 2013 
As returns on market increase, American returns are expected to increase less than the market. However during bear market, the loss on holding American will be expected to be smaller as well.
American Funds Capital World G-I 529E Small BetaAmerican Funds Capital Beta Legend
CWIEX United States NASDAQ
American Funds Capital World G-I 529E
American Funds
World Stock
Benchmark S&P 500
Contact Number: 800. 421. 4225
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset74.7 B
Last Dividend Paid0.14
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Up  
 
 United States NYSE   0.22 % Macroaxis: 0.22 Moved Up  
 
 United States Russel   0.10 % Macroaxis: 0.1 Moved Up  
 
 thisGreen CWIEX CWIEX agains markets  0.02 % Macroaxis: 0.02 Moved Up  
 
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Jeanne Carroll  Money Manager
Fund Manager since January 31, 2004
Carroll is the senior vice president of the Capital Research Company, her employer since 1993....
More...
    

American Price and Market Media

The median price of American for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 41.03 with a coefficient of variation of 1.78. The daily time series for the period is distributed with a sample standard deviation of 0.73, arithmetic mean of 40.96, and mean deviation of 0.6. The Fund did not receive any noticable media coverage during the period.
American         SP 500
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Price Growth (%)
 
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Timeline

American Summary

American Funds Capital World G-I 529E [CWIEX] is traded in USA and was established in March 3, 2002. The fund is listed under World Stock category and is part of American Funds family. This fund currently has accumulated 74.7 B in assets under management (AUM) with minimum initial investment of 250. American Funds Capital World G-I 529E is currently producing year-to-date (YTD) return of 6.37% with the current yeild of 2.29%, while the total return for the last 3 years was 14.92%.
Check American Probability Of Bankruptcy

Fund Instrument Allocation for American

The fund consists of 92.28% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
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Past Market
Over 30
Days
33
Out Of
100
 
Chance of
Less
Than
20 %
 
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American Research Report

   
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American vs. RWIGX

Correlation analysis and fundamentals comparison between American Funds Capital and American Funds Capital
Correlation
Fundamentals

American Asset Under Management

American Funds Capital World G-I 529E is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Stock category is currently estimated at about 821.7 Billion. American holds roughly 74.7 Billion in net asset claiming about 9% of World Stock category.
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American Fundamentals

Ten Year Return vs Five Year Return
Minimum Initial Investment vs Last Dividend Paid
Ten Year Return vs Three Year Return
Year to Date Return vs Last Dividend Paid

American vs Competition

American vs. American Funds Capital World G-I R6
American vs. American Funds Capital World G-I R2
American vs. American Funds Capital World G-I R3
American vs. American Funds Capital World G-I 529B
American vs. American Funds Capital World G-I R4
American vs. American Funds Capital World G-I 529F
American vs. American Funds Capital World G-I F2
American vs. American Funds Capital World G-I 529A
American vs. American Funds Capital World G-I R1

American May 22 2013 Opportunity Range

Downside Deviation0.4464
Information Ratio(0.05)
Maximum Drawdown1.45
Value At Risk(0.43)
Potential Upside0.9262
 
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