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Synopsis of American Funds SMALLCAP World A (SMCWX)

Zacks Equity Research
Updated

American Funds SMALLCAP World A (SMCWX) a Zacks Rank #1 (Strong Buy) invests a lion’s share of its assets in equities of companies with small market capitalizations, typically between $50 million and $1.5 billion at time of purchase. SMCWX invests usually in common stocks, government and corporate debt, cash and equivalents.

This Global - Equity fund, as of the last filing, allocates their fund in three major groups; Small Growth, Foreign Stock and Emerging Market. Further, as of the last filing, DOMINO S PIZZA INC, INCYTE PHARMACEUTICALS IN and KOTAK MAHINDRA BANK LTD were the top holdings for SMCWX.

The American Funds SMALLCAP World A fund, managed by American Funds, carries an expense ratio of 1.1%. Moreover, SMCWX requires a minimal initial investment of $250.

SMCWX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.13%, 3 year 4.24% and 5 year 10.59%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

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SMCWX’s performance, as of the last filing, when compared to funds in its category was in the top 19% in 1 year, top 27% over the past 3 years, and in the 20% over the past 5 years.

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Zacks Investment Research