Capital World Growth Fund Minimum Initial Investment

CWIFX Fund  USD 64.57  0.38  0.59%   
Capital World Growth fundamentals help investors to digest information that contributes to Capital World's financial success or failures. It also enables traders to predict the movement of Capital Mutual Fund. The fundamental analysis module provides a way to measure Capital World's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Capital World mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Capital Minimum Initial Investment Analysis

Capital World's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Minimum Initial Investment

=

First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition

Capital World Minimum Initial Investment Component Assessment

Based on the recorded statements, Capital World Growth has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the American Funds family and about the same as Family (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

Capital Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Capital World's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Capital World could also be used in its relative valuation, which is a method of valuing Capital World by comparing valuation metrics of similar companies.
Capital World is currently under evaluation in minimum initial investment among similar funds.

Fund Asset Allocation for Capital World

The fund consists of 91.3% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides Capital World's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Capital Fundamentals

About Capital World Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Capital World Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital World using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital World Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Capital World in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Capital World's short interest history, or implied volatility extrapolated from Capital World options trading.

Pair Trading with Capital World

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Capital World position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Capital World will appreciate offsetting losses from the drop in the long position's value.

Moving together with Capital Mutual Fund

  0.99STFGX State Farm GrowthPairCorr
  0.84REJTX American Funds 2015PairCorr
  0.95AMFCX American Mutual FundPairCorr
  0.99AMFFX American Mutual FundPairCorr
  0.89RNCCX American Funds IncomePairCorr
The ability to find closely correlated positions to Capital World could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Capital World when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Capital World - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Capital World Growth to buy it.
The correlation of Capital World is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Capital World moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Capital World Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Capital World can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Capital World Piotroski F Score and Capital World Altman Z Score analysis.
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 the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

Complementary Tools for Capital Mutual Fund analysis

When running Capital World's 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 the 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.
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
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 if Capital World is a good investment 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.