37.59 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 37.59
Category World Stock
Net Assets 36.80 Bil
Yield 0.76%
Morningstar Risk Below Average
Morningstar Return Above Average
  • Last NAV update 4/23/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital; future income is a secondary objective. The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its primary investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. In pursuing its secondary objective, the fund invests in common stocks of companies with the potential to pay dividends in the future.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 12.76% -7.60% 20.77% 26.77% 0.08%
Value ($) 11,275.91 10,418.82 12,582.69 15,951.39 15,964.13
  • Year to date performance as of 4/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family American Funds
Fund Manager Gregg Ireland
Tenure (Years) 21
Fund Status Open
Minimum Initial Purchase 250.00
Minimum IRA Investment 250.00
Front Load 5.75
Expense Ratio 0.79%
PERFORMANCE
Symbol Value ($)
1 Month 0.86%
3 Months 0.45%
1 Year 18.43%
3 Years* 9.94%
5 Years* 17.22%
  • * Annualized returns
  • Performance as of 4/23/2014 12:00 AM ET
PEER COMPARISON
  ANWPX World Stock
5-Yr Return 17.22% 17.07%
Sharpe Ratio 0.80 1.56
Net Assets 36.80 Bil 381.21 Mil
Avg Market Cap 53.58 Bil 41.41 Bil
Avg P/E 17.93 16.17
Portfolio Turnover 30 63
HOLDINGS
Symbol Value ($)
Stocks 92.20%
Cash 6.13%
Fixed Income 0.14%
Other 1.52%
DATA PROVIDERS

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