American Funds Global Insight Fund℠
American Funds Global Insight Fund may be considered by:
- Individuals seeking prudent growth potential of companies based in developed markets around the world
- Investors with low to moderate risk tolerance who want the opportunity for a smoother return profile over a full market cycle
- Investors looking for a core global equity holding that pursues growth and capital preservation
The fund's investment objective is to provide prudent growth of capital and conservation of principal.
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
- Began operations: 4/01/11
- Expense ratio:* 1.58%
- Investment expenses paid annually: $15.80 for a $1,000 balance
- Ticker symbol: AGVDX
*The expense ratios are estimated.The investment adviser is currently reimbursing a portion of other expenses.The reimbursement will be in effect through at least November 8, 2020. The adviser may elect at its discretion to extend, modify or terminate the reimbursement at that time. Expense ratios are estimated as of each fund’s prospectus. Please see the fund’s most recent prospectus for details.
You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Top 10 holdings
(Percentage of net assets shown are for the most recent period available as of 10/31/23; holdings are subject to change)
- Novo Nordisk 3.1%
- Microsoft 2.8%
- Broadcom 2.3%
- Alphabet 2.3%
- Apple 2.0%
- Safran 1.9%
- AstraZeneca 1.8%
- TotalEnergies 1.7%
- ASML 1.7%
- UnitedHealth Group 1.4%
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. (Class C shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Class C share returns prior to the date of the first sale are hypothetical results based on Class A share returns without a sales charge, adjusted for typical additional annual expenses of about 0.82% on average over the first 10 years. Shares of some funds were not sold on the first day available; please see the fund’s most recent shareholder report for the actual date of first sale.)
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, all results are calculated at net asset value. Returns at net asset value would have been lower if the contingent deferred sales charge had been deducted. Returns with CDSC reflect deduction of a contingent deferred sales charge (1%) on shares sold within the first year of purchase.
Average annual total returns through 9/30/23
Class C Shares
|Latest10 years||Latest5 years||Latest3 years||Latestyear|
|At net asset value||6.85%||5.33%||3.88%||19.21%|
Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The investment adviser is currently reimbursing a portion of other expenses. Investment results reflect the reimbursement, without which the results would have been lower. The reimbursement will be in effect through at least November 8, 2020. The adviser may elect at its discretion to extend, modify or terminate the reimbursement at that time. Read details about how waivers and/or reimbursements affect the results for each fund.
The fund began investment operations on April 1, 2011, but was only available to a limited number of investors. Now available on the American Funds platform, the reorganized fund has adopted the results and financial history of the original fund.Class C shares were first offered on November 8, 2019. Class C share results prior to the date of first sale are hypothetical based on the results of the original share class of the fund, adjusted for typical estimated expenses.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc., member FINRA.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.