Smallcap World is trading at 67.28 as of the 15th of July 2025; that is 1 percent decrease since the beginning of the trading day. The fund's open price was 67.96. Smallcap World has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 15th of July 2025. Click here to learn more.
Normally the fund invests at least 80 percent of its net assets in common stocks and other equity-type securities of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.. More on Smallcap World Fund
Smallcap World Fund [CSPEX] is traded in USA and was established 15th of July 2025. Smallcap World is listed under American Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of American Funds family. This fund currently has accumulated 43.88 B in assets under management (AUM) with no minimum investment requirementsSmallcap World is currently producing year-to-date (YTD) return of 7.68% with the current yeild of 0.0%, while the total return for the last 3 years was 9.95%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Smallcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Smallcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Smallcap World Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Smallcap Mutual Fund
Smallcap World financial ratios help investors to determine whether Smallcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Smallcap with respect to the benefits of owning Smallcap World security.