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American Funds SMALLCAP World A (SMCWX)

80.22 +0.73 (+0.92%)
At close: 8:10:13 PM EDT
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  • Previous Close 79.49
  • YTD Return 10.96%
  • Expense Ratio 1.03%
  • Category World Small/Mid Stock
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 89.77B
  • Beta (5Y Monthly) 1.19
  • Yield 0.61%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.54
  • Inception Date Oct 30, 2020

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Capital Group

Fund Family

World Small/Mid Stock

Fund Category

89.77B

Net Assets

2020-10-30

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is World Small/Mid Stock.

YTD Return

SMCWX
10.96%
Category
12.99%

1-Year Return

SMCWX
13.56%
Category
53.27%

3-Year Return

SMCWX
13.58%
Category
14.94%

5-Year Return

SMCWX
1.41%
Category
15.72%

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