Morningstar® Investment Profile™ | Disclosure Statement Morningstar - Free Trial   American Funds Capital World G/I A  CWGIX   Snapshot Total Returns Rating & Risk Portfolio Nuts & Bolts Analyst Report Quote datadef_ratings American Funds Capital World G/I A  CWGIX   Morningstar Report Overall Morningstar Rating™ What is this? As of 2009-10-31 Out of World Stock Funds Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. Morningstar® Style Box™ What is this?    Large    Value       As of 2009-09-30 Day Change $ -0.16    NAV (2009-11-10) $ 34.03    YTD Return % (2009-11-10) 31.37%    Total Assets ($ mil) 77,635 View Data Definitions   Performance     Growth of $10,000 Fund: American Funds Capital World G/I A (from 1999-01-01 to 2009-10-31) Category: World Stock Index: MSCI EAFE NR USD Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-10 Inception date: 1993-03-26 10yr and Inception Returns as of 2009-10-31 YTD Returns as of 2009-11-10 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund 33.14 53.40 -0.19 7.27 7.94 11.40 +/- Category 7.23 30.95 4.84 3.86 5.49 --- +/- MSCI EAFE NR USD 0.66 -3.81 4.34 2.42 --- --- Standardized Annual Returns %   more on standardized returns Quarter-End (as of 2009-09-30) 19.77 -3.33 -1.81 6.62 7.73 11.19 Month-End (as of 2009-10-31) 17.48 17.61 -3.45 5.58 7.30 11.00 After Tax Returns % (as of 2009-09-30 )   On Distribution --- 16.12 -5.01 4.00 5.68 --- On Distribution & Sale of Shares --- 11.28 -3.38 4.25 5.61 --- Morningstar Rating --- --- --- # of compared funds covered (3 yrs : out of 530 funds), (5 yrs : out of 434 funds), (10 yrs : out of 247 funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is 5.75%, the maximum deferred sales fee is none, and the maximum redemption sales fee is none. The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.   Portfolio Profile     Sector Breakdown % Information 19.70 Software 3.34 Hardware 3.25 Media 1.47 Telecommunications 11.64 Service 40.48 Healthcare 10.32 Consumer Services 4.67 Business Services 5.19 Financial Services 20.31 Manufacturing 39.82 Consumer Goods 15.25 Industrial Materials 8.16 Energy 8.78 Utilities 7.63 Asset Allocation % of Net Assets Cash 5.0 Stocks 92.3 Bonds 2.4 Other 0.3 Foreign Stocks 70.8 (as a % of Assets) Data through 2009-09-30 Data through 2009-09-30 Holding Status Total Number of Stock Holdings 315 Turnover % 37 Total Number of Bond Holdings 99 30 Day SEC Yield % 2.50 % of Assets in Top 10 Holdings 18.53 ending as of 2009-09-30 View Data Definitions Top 10 Holdings Sector Country % of Net Assets Banco Santander SA Spain 2.59 Microsoft Corporation United States 2.55 Bayer AG Germany 2.20 GDF Suez France 2.08 Novartis Switzerland 1.91 Roche Holding AG Switzerland 1.67 AT&T, Inc. United States 1.52 Philip Morris International Inc United States 1.38 Telefonica, S.A. Spain 1.37 BNP Paribas France 1.26 Data through 2009-09-30   Other Information Fund Inception: 1993-03-26 Portfolio Manager  (Start Date) Stephen E. Bepler  (1993-03-26) Bepler is the senior vice president and director of Capital Research Management Company, his employer since 1972. Previously, Bepler spent three years with Clark Dodge & Company and two years with Bank of America International. Mark E. Denning  (1993-03-26) Denning is a senior vice president for Capital Research Company with portfolio manager responsibilities. Mark is a director of The Capital Group Companies, Capital International Limited and Capital Research and Management Company. Prior to 1982, Denning worked in the operations department of J & F Martell and Co. in France. Jeanne K. Carroll  (2004-02-01) Carroll is the senior vice president of the Capital Research Company, her employer since 1993. Michael Cohen  (2006-02-01) Cohen is a vice president and director with Capital Research and Management Company. He has 18 years of investment experience in total, 9 years with this firm. Alwyn Heong  (2006-02-01) Heong is a senior vice president of Capital Research Global Investors. He has been employed with Capital Research or its affiliates for the last 17 years. Heong has 20 years of investment experience. Sung Lee  (2006-02-01) Lee is a senior vice president of Capital Research Company Investment. He has 15 years investment professional experience, all with this firm. Before being a portfolio counselor, Lee worked as an investment analyst for the fund for 11 year. Jesper Lyckeus  (2006-02-01) Lyckeus is senior vice president of Capital Research Company. Lyckeus has been investment professional for 14 years in total; 13 years with CRMC of affiliate. Timothy P. Dunn  (2007-02-01) Dunn is a vice president with Capital Research Co. Dunn has 23 years of investment experience and has been with Capital Research and Management Co. since 1990. Joyce E. Gordon  (2009-02-01) Gordon is a senior vice president and director with Capital Research Global Investors. He has been an investment professional for 29 years, all with Capital Research and Management Company or affiliate. Sales Charge % (taken from prospectus dated 2009-07-29) Front: 5.75 Deferred: None Expense Ratio % 0.71 based on net assets (taken from annual report dated 2008-11-30) Correspondence Information Capital Research and Management Company, Inc. 333 South Hope Street Los Angeles,  CA  90071-1447 Telephone: 800-421-0180 Data on this page does not include the fund's short positions (if any). Show Data Definitions © Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold.