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Morningstar

American Funds Global Insight F-3 AGVHX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 19.33  /  0.57 %
  • Total Assets 9.4 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.39%
  • Turnover 20%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:13 PM GMT+0

Morningstar’s Analysis AGVHX

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

People Pillar

The People Pillar is our evaluation of the AGVHX 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 AGVHX’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-3's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGVHX

More AGVHX Holdings
  • Current Portfolio Date
  • Equity Holdings 183
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

7.79
764,728,147
Cash and Equivalents

Microsoft Corp

2.57
252,233,551
Technology

Novo Nordisk A/S Class B

2.51
246,539,285
Healthcare

Broadcom Inc

2.30
225,818,052
Technology

Apple Inc

2.05
201,389,546
Technology

AstraZeneca PLC

1.94
190,558,480
Healthcare

ASML Holding NV

1.91
187,914,672
Technology

Safran SA

1.71
168,150,941
Industrials

UnitedHealth Group Inc

1.29
126,466,958
Healthcare

Alphabet Inc Class A

1.23
121,105,517
Communication Services