Capital Mutual Fund Quote

CWICX -  USA Fund  

USD 50.49  1.31  2.66%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Capital World is trading at 50.49 as of the 26th of June 2022; that is 2.66 percent up since the beginning of the trading day. The fund's open price was 49.18. 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 27th of May 2022 and ending today, the 26th of June 2022. 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

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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
Latest headline from www.dividendinvestor.com: AAPL Dividend Announcement 0.2370Share 6132022 - Dividend Investor
The fund holds 95.25% of its assets under management (AUM) in equities
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
Strong HoldFairly Valued
Startdate15th of November 2014
Capital World Growth [CWICX] is traded in USA and was established 26th of June 2022. The fund is listed under World Large-Stock Blend category and is part of American Funds family. Capital World Growth currently has accumulated 121.53 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 3.65%.
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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital World Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

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 90.11%. 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 0.9883 suggesting Capital World Growth market returns are sensitive to returns on the market. As the market goes up or down, Capital World is expected to follow. 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 Below 50.49HorizonTargetOdds Above 50.49
9.80%90 days
 50.49 
90.11%
Based on a normal probability distribution, the odds of Capital World to move above the current price in 90 days from now is about 90.11 (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.

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Investing Capital World Growth

You need to understand the risk of investing before taking a position in Capital World. The danger of trading Capital World Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Capital World is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Capital World. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Capital World Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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.
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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.