Skip to Content
Morningstar

American Funds Global Insight F-2 AGVGX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 22.18  /  +0.59 %
  • Total Assets 11.2 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.35%
  • Turnover 23%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:15 PM GMT+0

Morningstar’s Analysis AGVGX

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

  • People Pillar

    The People Pillar is our evaluation of the AGVGX 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 AGVGX’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 F-2's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AGVGX

More AGVGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fujitsu Ltd

6.38 723.7 Mil
Technology

Capital Group Central Cash Fund

4.68 531.6 Mil
Cash and Equivalents

Novo Nordisk A/S Class B

2.96 335.6 Mil
Healthcare

Broadcom Inc

2.76 313.4 Mil
Technology

Microsoft Corp

2.38 269.6 Mil
Technology

ASML Holding NV

2.08 236.5 Mil
Technology

Safran SA

1.97 224.0 Mil
Industrials

AstraZeneca PLC

1.68 190.6 Mil
Healthcare

Apple Inc

1.57 177.9 Mil
Technology

TotalEnergies SE

1.53 174.1 Mil
Energy