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Morningstar

American Funds Global Insight 529-F-1 CGVFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 22.19  /  −0.14 %
  • Total Assets 11.2 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • 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 CGVFX

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

  • People Pillar

    The People Pillar is our evaluation of the CGVFX 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 CGVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin American Funds Global Insight 529-F-1'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
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Portfolio Holdings CGVFX

More CGVFX 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