Capital World Growth and Income Fund - 529-F-2

Overall Morningstar Rating^TM Funds rated(341)
3-yr. Morningstar Rating^TM (341 funds rated)
5-yr. Morningstar Rating^TM (291 funds rated)
10-yr. Morningstar Rating^TM (191 funds rated)
Overall Morningstar Risk	Below Average HIGH LOW
Category	Global Large-Stock Blend

ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS

Ratings are based on risk-adjusted returns as of 8/31/2023 (updated monthly).

Risk Measures

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Fund
Standard Deviation	14.04
Sharpe Ratio	0.53
For the 10 Years ending 8/31/23 (updated monthly).
	American Funds/ Morningstar Benchmark
	MSCI ACWI NR USD
R-squared	97
Beta	0.96
Capture Ratio (Downside/Upside)	97/95
American Funds and Morningstar Benchmark for the 10 Years ending 8/31/23 (updated monthly).
Active Share	64.3%

As of 3/31/23 (updated quarterly)

Holdings

Equities Breakdown

Sectors | Top Industries

Equity Fund Holdings

	Information technology 19.4%
	Health care 14.9%
	Industrials 13.8%
	Financials 10.6%
	Consumer discretionary 10.1%
	Consumer staples 7.0%
	Materials 6.3%
	Communication services 5.4%
	Energy 5.2%
	Utilities 2.2%
	Real estate 0.6%

% of net assets as of 6/30/2023 (updated quarterly)

Broadcom

3.7%

Microsoft

3.6%

TSMC

2.1%

UnitedHealth Group

1.9%

Alphabet

1.8%

Eli Lilly

1.7%

LVMH Moet Hennessy Louis Vuitton

1.6%

ASML

1.6%

Philip Morris International

1.5%

Canadian Natural Resources

1.4%

% of net assets as of 8/31/2023 (updated monthly)

QUARTERLY HOLDINGS

Geographic Breakdown

Regions | Top Countries

United States

46.8%

Europe

24.8%

Asia & Pacific Basin

17.2%

Other (Including Canada & Latin America)

7.2%

Cash & equivalents

4.0%

% of net assets as of 6/30/2023 (updated quarterly)

The New Geography of Investing ®

Equity Portion Breakdown by Domicile | Equity Portion Breakdown by Revenue

Regions	Fund	MSCI All Country World Index (ACWI)
United States	49.0%	62.1%
Canada	4.7%	2.9%
Europe	25.9%	16.2%
Japan	6.4%	5.5%
Asia-Pacific ex. Japan	3.7%	2.8%
Emerging Markets	10.4%	10.5%

% of net assets as of 6/30/2023 (updated quarterly)

Regions	Fund	MSCI All Country World Index (ACWI)
United States	46.8%	62.1%
Canada	4.5%	2.9%
Europe	24.7%	16.2%
Japan	6.1%	5.5%
Asia-Pacific ex. Japan	3.5%	2.8%
Emerging Markets	9.9%	10.5%
Cash & Equivalents	4.0%	0.0%
Fixed Income	0.5%	0.0%

% of net assets as of 6/30/2023 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End
Historical Prices Year-End

FIND HISTORICAL PRICES

Historical Prices Month-End

2023

FIND HISTORICAL PRICES

Historical Prices Year-End

Internal Prompt

Historical Distributions as of 09/29/23

Historical Distributions as of 09/29/23

2023

Record Date	Calculated Date	Pay Date	Income Dividend Regular	Income Dividend Special	Cap. Gains Long-Term	Cap. Gains Short-Term	Reinvest NAV
03/13/23	03/13/23	03/14/23	$0.2361	$0.00	$0.00	$0.00	$51.89
06/12/23	06/12/23	06/13/23	$0.386	$0.00	$0.00	$0.00	$56.44
09/11/23	09/11/23	09/12/23	$0.2393	$0.00	$0.00	$0.00	$56.98
		2023 Year-to-Date:	Dividends Subtotal: $0.8614		Cap Gains Subtotal: $0.00
			Total Distributions: $0.8614

Rate	As of Date
0.00000000	09/12/2023
0.00000000	09/13/2023
0.00000000	09/14/2023
0.00000000	09/15/2023
0.00000000	09/18/2023
0.00000000	09/19/2023
0.00000000	09/20/2023
0.00000000	09/21/2023
0.00000000	09/22/2023
0.00000000	09/25/2023
0.00000000	09/26/2023
0.00000000	09/27/2023
0.00000000	09/28/2023
0.00000000	09/29/2023

FIND HISTORICAL DISTRIBUTIONS

Rate		As of-Date
0.00000000		09/12/2023
0.00000000		09/13/2023
0.00000000		09/14/2023
0.00000000		09/15/2023
0.00000000		09/18/2023
0.00000000		09/19/2023
0.00000000		09/20/2023
0.00000000		09/21/2023
0.00000000		09/22/2023
0.00000000		09/25/2023
0.00000000		09/26/2023
0.00000000		09/27/2023
0.00000000		09/28/2023
0.00000000		09/29/2023

Fees & Expenses

Internal Prompt

Fees


Annual Management Fees	0.37%
Other Expenses	0.16%
Service 12b-1	--

As of each fund's most recent prospectus.

Internal Prompt

Expense Ratio

FCWGX	0.53%
Lipper Global Funds Average	--%

Fund as of most recent prospectus. Lipper Category as of -- (updated quarterly).

Resources

	U.S. Equities47.5%		Non-U.S. Equities48.2%
	U.S. Bonds0.0%		Non-U.S. Bonds0.5%
	Cash & Equivalents 3.9%

	U.S. Equities47.5%
	Non-U.S. Equities48.2%
	U.S. Bonds0.0%
	Non-U.S. Bonds0.5%
	Cash & Equivalents 3.9%

Fund Inception	3/26/1993
Fund Assets (millions) As of 8/31/2023	$111,597.9
Companies/Issuers Holdings are as of 6/30/2023 (updated quarterly).	328+
Shareholder Accounts Shareholder accounts are as of 8/31/2023	20,134
Regular Dividends Paid	Mar, Jun, Sep, Dec

Minimum Initial Investment	$250
Capital Gains Paid	Dec
Portfolio Turnover (2022)	32%
Fiscal Year-End	Nov
Prospectus Date	02/01/2023
CUSIP	140543 752
Fund Number	1633

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Investment Fund

Capital World Growth and Income Fund ® (FCWGX)

Summary

Returns at NAV

Returns with Sales Charge

Returns at NAV

Returns with Sales Charge

Asset Mix

Growth of 10K

High & Low Prices

Growth of 10K

High & Low Prices

Market Capitalization

Morningstar Ownership ZoneTM

Description

Fund Facts

Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS

Month-End Returns as of 8/31/23

Quarter-End Returns as of 6/30/23

Month-End Returns as of 8/31/23

Quarter-End Returns as of 6/30/23

Volatility & Return

Yield

Valuation

Portfolio Management

Ratings & Risk

Morningstar Rating TM

Risk Measures

Holdings

Equities Breakdown

Top Equities

Geographic Breakdown

The New Geography of Investing ®

Fund Breakdown by Domicile

Prices & Distributions

Historical Prices Month-End

Historical Prices Year-End

Historical Prices Month-End

Historical Prices Year-End

Historical Distributions as of 09/29/23

Historical Distributions as of 09/29/23

Fees & Expenses

Fees

Expense Ratio

Resources

Prospectuses & Reports for FCWGX

About Our Funds

Morningstar Ownership Zone^TM

Morningstar Rating ^TM