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American Funds Global Insight C AGVDX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 22.51  /  −0.18 %
  • Total Assets 11.4 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 0.47%
  • Turnover 23%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:01 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.

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 most expensive quintile among peers.

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Portfolio Holdings AGVDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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