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American Funds SMALLCAP World A (SMCWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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64.81-0.36 (-0.55%)
At close: 08:01PM EDT

American Funds SMALLCAP World A

Los Angeles CA 90071-1406

333 South Hope Street

SMALLCAP WORLD FUND, INC.

(213) 486-9200
Management information
,Lead manager since 30 November 2012
Aidan O'Connell is an equity portfolio manager at Capital Group. He is also a research director and an equity investment analyst and has research responsibility as a U.S. small- and mid-cap generalist. He has 25 years of investment experience and has been with Capital Group for 19 years. Prior to joining Capital, he was an investment analyst and portfolio manager at Franklin Templeton Investments. Before that, Aidan was a research associate and corporate finance associate at Hambrecht & Quist. He holds an MBA from the Wharton School of the University of Pennsylvania, a master's degree in international studies from Johns Hopkins University's School of Advanced International Studies, and a bachelor's degree in French and English from Dartmouth College. He also holds the Chartered Financial Analyst® designation. Aidan is based in London.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Small/Mid Stock
Fund familyAmerican Funds
Net assets74.63B
YTD return3.40%
Yield0.61%
Morningstar rating★★★★
Inception date31 Jul 2008

Fund operations

Last dividend0.42
Last cap gain16.00
Holdings turnover29.00%
Average for categoryN/A

Fees and expenses

ExpenseSMCWXCategory average
Annual report expense ratio (net)0.77%1.26%
Prospectus net expense ratio0.77%N/A
Prospectus gross expense ratio0.77%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A