American Funds Capital World Growth and Income Fund®
Shareclass
American Funds Capital World Gr&Inc529F3 (FWCGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Funds Capital World Growth and Income Fund®
FUND COVERAGE
# of holdings283
% of assets87%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.08%$103.13M
- 2. AstraZeneca PLC0.05%$71.69M
- 3. National Grid PLC0.08%$101.94M
- 4. Publicis Groupe SA0.6%$813.8M
- 5. NatWest Group PLC0.44%$596.65M
- 6. Sanofi SA0.39%$526.92M
- 7. Procter & Gamble Co0.06%$85.94M
- 8. Iberdrola SA0.22%$299.6M
- 9. Novartis AG Registered Shares0.17%$234.23M
- 10. Novo Nordisk AS Class B0.52%$700.01M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.38%$510.04M
- 2. FTAI Aviation Ltd0.05%$73.6M
- 3. Constellation Software Inc0.13%$177.17M
- 4. Brown & Brown Inc0.12%$167.16M
- 5. Keyence Corp0.1%$141.4M
- 6. Canadian Natural Resources Ltd0.52%$707.62M
- 7. Blackstone Inc0.36%$481.09M
- 8. Blue Owl Capital Inc Ordinary Shares - Class A0.22%$302.54M
- 9. Tourmaline Oil Corp0.16%$214.69M
- 10. TPG Inc Ordinary Shares - Class A0.09%$127.88M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund American Funds Capital World Growth and Income Fund®
Totals
Holdings
Assets
Weight
Prisons
9
$10.31B
7.63%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
15
$14.07B
10%
Borders high risk
4
$3.1B
2.29%
Total
18
$14.92B
11%
Holdings — 18 flagged holdings
1.
Microsoft Corp
:$4.98B
3.69%
2.
Amazon.com Inc
:$2.08B
1.54%
3.
Airbus SE
:$1.32B
0.97%
4.
RTX Corp
:$1.12B
0.83%
5.
Alphabet Inc Class A
:$1.09B
0.81%
6.
Alphabet Inc Class C
:$740.48M
0.55%
7.
The Kroger Co
$570.93M
0.42%
8.
AT&T Inc
:$469.43M
0.35%
9.
RELX PLC
:$445.85M
0.33%
10.
HSBC Holdings PLC
:$392.22M
0.29%
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
Environment
Social
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