Morningstar

American Funds Global Insight C AGVDX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 23.91  /  +0.50 %
  • Total Assets 15.0 Bil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.44%
  • Turnover 23%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis AGVDX

Will AGVDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGVDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AGVDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AGVDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin American Funds Global Insight C's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AGVDX

More AGVDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.92 684.0 Mil
Cash and Equivalents

Novo Nordisk A/S Class B

3.28 455.2 Mil
Healthcare

Broadcom Inc

3.10 430.3 Mil
Technology

Microsoft Corp

2.53 351.3 Mil
Technology

AstraZeneca PLC

1.97 274.4 Mil
Healthcare

Apple Inc

1.95 270.7 Mil
Technology

ASML Holding NV

1.94 269.0 Mil
Technology

Safran SA

1.76 244.9 Mil
Industrials

TotalEnergies SE

1.62 224.9 Mil
Energy

Alphabet Inc Class A

1.50 208.0 Mil
Communication Services

Sponsor Center