Capital World Growth Fund Cash Position Weight
| WGIFX Fund | USD 62.86 0.55 0.87% |
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.
Capital |
Capital World Growth Mutual Fund Cash Position Weight Analysis
Capital World's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Capital World Cash Position Weight | 3.14 % |
Most of Capital World's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital World Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Capital World Growth has 3.14% in Cash Position Weight. This is 52.35% lower than that of the American Funds family and significantly higher than that of the World Large-Stock Blend category. The cash position weight for all United States funds is notably lower than that of the firm.
Capital Cash Position Weight 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 Cash Position Weight 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 cash position weight among similar funds.
Fund Asset Allocation for Capital World
The fund consists of 96.14% 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
| Price To Earning | 17.22 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.58 X | ||||
| Total Asset | 121.53 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 6.04 % | ||||
| One Year Return | 20.11 % | ||||
| Three Year Return | 4.63 % | ||||
| Five Year Return | 9.14 % | ||||
| Ten Year Return | 8.92 % | ||||
| Net Asset | 99.03 B | ||||
| Minimum Initial Investment | 250 | ||||
| Last Dividend Paid | 0.39 | ||||
| Cash Position Weight | 3.14 % | ||||
| Equity Positions Weight | 96.14 % | ||||
| Bond Positions Weight | 0.28 % |
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.
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Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Capital World Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. 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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.