Morningstar

American Funds Global Insight A AGVFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 24.37  /  +1.33 %
  • Total Assets 14.9 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.03%
  • Turnover 23%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AGVFX

Will AGVFX 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 AGVFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AGVFX 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 AGVFX’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 A's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGVFX

More AGVFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
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