American Funds Capital World Growth and Income Fund®

Shareclass
American Funds Capital World Gr&Inc A (CWGIX)
Type
Open-end mutual fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
10.86%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
42
holdings flagged
11%
of assets flagged
This fund contains
 $14.67 BILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
6 holdings
0.63% of assets
$856.82 MILLION invested
banks
Banks and lenders
12 holdings
3.49% of assets
$4.71 BILLION invested
consumers
Major consumer brands
26 holdings
6.98% of assets
$9.43 BILLION invested
Commodity producers
Commodity producers
6 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
6 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Glencore PLC
    Soy producerPalm oil producer
    0.19%0.19% of portfolio
    $256.17M$256.17M invested
    Soy producerPalm oil producer
  • 2. JBS NV BRDR
    Soy producerCattle producerPaper/pulp producer
    0.17%0.17% of portfolio
    $230.26M$230.26M invested
    Soy producerCattle producerPaper/pulp producer
  • 3. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.13%0.13% of portfolio
    $177.53M$177.53M invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 4. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.07%0.07% of portfolio
    $96.02M$96.02M invested
    Soy producerPaper/pulp producerPalm oil producer
  • 5. Neste OYJ
    Soy producerPalm oil producer
    0.06%0.06% of portfolio
    $78.67M$78.67M invested
    Soy producerPalm oil producer
View next 1
Banks and lenders
Banks and lenders
12 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
12 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.65%0.65% of portfolio
    $873.16M$873.16M invested
  • 2. Citigroup Inc
    0.47%0.47% of portfolio
    $635.34M$635.34M invested
  • 3. NatWest Group PLC
    0.44%0.44% of portfolio
    $596.65M$596.65M invested
  • 4. ING Groep NV
    0.37%0.37% of portfolio
    $505.46M$505.46M invested
  • 5. Banco Bilbao Vizcaya Argentaria SA
    0.34%0.34% of portfolio
    $461.43M$461.43M invested
View next 5
Major consumer brands
Major consumer brands
26 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
26 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.54%1.54% of portfolio
    $2.08B$2.08B invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Shell PLC
    Soy major consumer brandPalm oil major consumer brand
    0.81%0.81% of portfolio
    $1.09B$1.09B invested
    Soy major consumer brandPalm oil major consumer brand
  • 3. Starbucks Corp
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.74%0.74% of portfolio
    $996.05M$996.05M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.6%0.6% of portfolio
    $809.41M$809.41M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Compagnie de Saint-Gobain SA
    Timber major consumer brandPaper/pulp major consumer brand
    0.47%0.47% of portfolio
    $639.69M$639.69M invested
    Timber major consumer brandPaper/pulp major consumer brand
View next 5
View more info
DATA AS OF 30 Jun 2025





Financial performance
Performance data provided byMorningstarFind more financial data on CWGIX at Morningstar.com
Current fund
CWGIX
American Funds Capital World Growth and Income Fund®
Family
American Funds/Capital Group
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.15% less in annualized returns
More invested in commodity producers 
0.12% more invested
Less invested in banks and lenders 
0.4% less invested
Less invested in major consumer brands 
2.41% less invested
Current fund
CWGIX
American Funds Capital World Growth and Income Fund®
Family
American Funds/Capital Group
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.15% less in annualized returns
More invested in commodity producers 
0.12% more invested
Less invested in banks and lenders 
0.4% less invested
Less invested in major consumer brands 
2.41% less invested
Current fund
CWGIX
American Funds Capital World Growth and Income Fund®
Family
American Funds/Capital Group
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 7/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.15% less in annualized returns
More invested in commodity producers 
0.12% more invested
Less invested in banks and lenders 
0.4% less invested
Less invested in major consumer brands 
2.41% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
CWGIX - American Funds Capital World Growth and Income Fund®
16%
16%
12%
9.02%
0.63% 
Benchmark
ACWI - iShares MSCI ACWI ETF
16%
15%
13%
10%
0.51% 
Fund compared to benchmark
 
0.03%
0.59%
-1.26%
-1.15%
0.12%  higher
Find more financial data on CWGIX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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