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.
American Funds Global Insight C AGVDX
- NAV / 1-Day Return 22.51 / −0.18 %
- Total Assets 11.4 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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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