American Funds Capital World Growth and Income Fund®
Shareclass
American Funds Capital World Gr&Inc529F3 (FWCGX)
Type
Open-end mutual fund
Manager
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
How we track deforestation-risk investments
D
11.91%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
43
holdings flagged
12%
of assets flagged
This fund contains
$14.83 BILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
5 holdings
0.92% of assets
$1.14 BILLION invested
Banks and lenders
12 holdings
3.15% of assets
$3.91 BILLION invested
Major consumer brands
28 holdings
8.09% of assets
$10.07 BILLION invested
Commodity producers
5 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
5 HOLDINGS
- % of portfolio$ invested
- 1. Glencore PLC
0.46%0.46% of portfolio$574.17M$574.17M invested - 2. JBS SA
0.17%0.17% of portfolio$215.37M$215.37M invested - 3. ITOCHU Corp
0.16%0.16% of portfolio$195.39M$195.39M invested - 4. Mitsubishi Corp0.07%0.07% of portfolio$81.2M$81.2M invested
- 5. Neste OYJ0.06%0.06% of portfolio$73.75M$73.75M invested
Banks and lenders
12 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
12 HOLDINGS
View next 5
Major consumer brands
28 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
28 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
2.11%2.11% of portfolio$2.62B$2.62B invested - 2. The Home Depot Inc0.8%0.8% of portfolio$996.21M$996.21M invested
- 3. Lvmh Moet Hennessy Louis Vuitton SE0.67%0.67% of portfolio$832.88M$832.88M invested
- 4. The Kroger Co0.5%0.5% of portfolio$621.18M$621.18M invested
- 5. Mitsui & Co Ltd0.47%0.47% of portfolio$590.8M$590.8M invested
View next 5
View more info
DATA AS OF 31 Dec 2024
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds Capital World Growth and Income Fund® FWCGX
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Financial performance
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Find more financial data on FWCGX at Morningstar.com
Find more financial data on FWCGX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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