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Morningstar

American Funds Global Insight 529-F-3 CGVHX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 23.08  /  0.00
  • Total Assets 11.8 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • 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 —
  • Turnover 23%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis CGVHX

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

  • People Pillar

    The People Pillar is our evaluation of the CGVHX 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 CGVHX’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 529-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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGVHX

More CGVHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Novo Nordisk A/S Class B

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Healthcare

Broadcom Inc

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Microsoft Corp

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Safran SA

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Industrials

ASML Holding NV

2.14 242.4 Mil
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AstraZeneca PLC

1.80 203.9 Mil
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TotalEnergies SE

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Energy

Apple Inc

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SAP SE

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Technology