American Funds Capital World Growth and Income Fund®
Shareclass
American Funds Capital World Gr&Inc R2 (RWIBX)
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 holdings289
% 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
26 / 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%$106.16M
- 2. AstraZeneca PLC0.06%$77.61M
- 3. National Grid PLC0.05%$69.7M
- 4. Publicis Groupe SA0.49%$692.42M
- 5. NatWest Group PLC0.43%$603.11M
- 6. Sanofi SA0.26%$363.94M
- 7. Procter & Gamble Co0.06%$82.88M
- 8. Iberdrola SA0.21%$295.21M
- 9. Novo Nordisk AS Class B0.42%$597.02M
- 10. BNP Paribas Act. Cat.A0.19%$261.08M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.43%$605.32M
- 2. FTAI Aviation Ltd0.08%$106.75M
- 3. Constellation Software Inc0.09%$131.17M
- 4. Strategy Class A0.07%$98.88M
- 5. Brown & Brown Inc0.1%$141.41M
- 6. Zensho Holdings Co Ltd0.05%$65.79M
- 7. PACCAR Inc0.03%$47.38M
- 8. Canadian Natural Resources Ltd0.51%$719.89M
- 9. Blackstone Inc0.35%$491.61M
- 10. AppLovin Corp Ordinary Shares - Class A0.09%$122.93M
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
8
$11.79B
8.38%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
15
$16.42B
12%
Borders high risk
4
$3.44B
2.44%
Total
17
$16.57B
12%
Holdings — 17 flagged holdings
1.
Microsoft Corp
:$5.24B
3.72%
2.
Amazon.com Inc
:$2.19B
1.56%
3.
Alphabet Inc Class A
:$2.03B
1.44%
4.
Alphabet Inc Class C
:$1.6B
1.13%
5.
Airbus SE
:$1.45B
1.03%
6.
RTX Corp
:$1.23B
0.87%
7.
AT&T Inc
:$458.08M
0.33%
8.
HSBC Holdings PLC
:$455.54M
0.32%
9.
L3Harris Technologies Inc
:$412.09M
0.29%
10.
RELX PLC
:$384.59M
0.27%
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® RWIBX
Environment
Social
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