Capital Mutual Fund Quote

CWIAX -  USA Fund  

USD 64.64  0.59  0.92%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Capital World is trading at 64.64 as of the 7th of December 2021; that is 0.92% increase since the beginning of the trading day. The fund's open price was 64.05. Capital World has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Capital World Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of November 2021 and ending today, the 7th of December 2021. Click here to learn more.
The investment seeks long-term growth of capital while providing current income. Capital World is traded on NASDAQ Exchange in the United States.. More on Capital World Growth

Capital World Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Capital World's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital World or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Capital World Growth generated a negative expected return over the last 90 days
Capital World Growth is unlikely to experience financial distress in the next 2 years
The fund holds 95.3% of its assets under management (AUM) in equities
Legal NameCapital World Growth
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Capital World's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.93
Startdate15th of November 2014
Capital World Growth [CWIAX] is traded in USA and was established 7th of December 2021. The fund is listed under World Large-Stock Blend category and is part of American Funds family. Capital World Growth currently has accumulated 124.13 B in assets under management (AUM) with minimum initial investment of 250. , while the total return for the last 3 years was 4.43%.
Check Capital World Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital World , and the less return is expected.

Top Capital World Growth Constituents

Capital World Target Price Odds Analysis

What are Capital World's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Capital World jumping above the current price in 90 days from now is about 73.0%. The Capital World Growth probability density function shows the probability of Capital World mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Capital World has a beta of 0.0023 suggesting as returns on the market go up, Capital World average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Capital World Growth will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Capital World Growth is significantly underperforming DOW.
 Odds Down 64.64HorizonTargetOdds Up 64.64 
26.54%90 days
 64.64 
73.00%
Based on a normal probability distribution, the odds of Capital World to move above the current price in 90 days from now is about 73.0 (This Capital World Growth probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .

Capital World Growth Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Capital World market risk premium is the additional return an investor will receive from holding Capital World long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Capital World. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Capital World's alpha and beta are two of the key measurements used to evaluate Capital World's performance over the market, the standard measures of volatility play an important role as well.

Capital World Against Markets

Picking the right benchmark for Capital World mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Capital World mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Capital World is critical whether you are bullish or bearish towards Capital World Growth at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Capital World without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Correlation Analysis Now

   

Correlation Analysis

Reduce portfolio risk simply by holding instruments which are not perfectly correlated
All  Next Launch Module
Continue to Trending Equities. Note that the Capital World Growth information on this page should be used as a complementary analysis to other Capital World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for Capital Mutual Fund analysis

When running Capital World Growth price analysis, check to measure Capital World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital World is operating at the current time. Most of Capital World's value examination focuses on studying past and present price action to predict the probability of Capital World's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Capital World's price. Additionally, you may evaluate how the addition of Capital World to your portfolios can decrease your overall portfolio volatility.
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine Capital World value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.