American Funds Global Insight Fund Class F-1
AGVEX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 6455 Irvine Center Drive Irvine CA United States of America 92618
- IPO Date
- Nov 8, 2019
- CIK
- 0001785347
- Website
- capitalgroup.com
- Similar Companies
- Business
- American Funds Global Insight Fund Class F-1 (AGVEX) is an open-end mutual fund managed by Capital Group that seeks prudent growth of capital and conservation of principal through primarily common stocks of large-cap companies around the world exhibiting growth potential. The fund allocates approximately 50% to U.S. equities and 44% to non-U.S. equities, with a diversified sector focus including information technology (23%), industrials (18%), financials (15%), and health care (8%); top holdings feature Microsoft Corp., Broadcom Inc., Apple Inc., Safran SA, and JPMorgan Chase & Co., representing over 11% of the portfolio as of late 2025. It offers Class F-1 shares with a net expense ratio of 0.82%, minimum initial investment of $250, annual management fee of 0.41%, and 12b-1 service fee of 0.25%; dividends are paid in December with a recent 2025 yield of 0.68% at NAV. Incepted on April 1, 2011, and domiciled in the United States, the fund is headquartered at Capital Group's principal offices in Los Angeles, California, with key operations at 333 South Hope Street and 6455 Irvine Center Drive in Irvine. It targets individual and institutional investors seeking global large-stock blend exposure in the Morningstar Global Large-Stock Blend category, maintaining over 186 holdings, $19.3 billion in assets under management, and a portfolio turnover of 35% as of November 30, 2025. Geographic exposure spans the United States (53%), Europe & Middle East (31%), Japan (6%), Canada (2%), and emerging markets including China (1.5%), with cash equivalents at 5-6%. The fund is managed by a team including Gérald du Manoir (since 2011), Philip Winston (since 2014), Steven Watson (since 2017), Eu-Gene Cheah (since 2024), Brantley Thompson (since January 2025), and Noriko Chen (since January 2025). Recent portfolio adjustments reflect active share of 64.6% versus the MSCI World Index benchmark, with below-average risk metrics including a 10-year beta of 0.90 and standard deviation of 13.6%. Among the latest developments, Capital Group appointed Brantley Thompson and Noriko Chen as portfolio managers effective January 2025, enhancing the team's global expertise amid sector rotations toward industrials and financials. In 2024-2025, the firm issued strategic investment outlooks emphasizing U.S. economic buoyancy, AI opportunities, fixed income appeal, and global resilience, influencing fund positioning; portfolio turnover rose to 35% in 2025 from 21% prior, signaling tactical shifts. Capital Group also pursued broader initiatives, including fixed income expansion, overseas growth targeting Asia and Latin America, and a new Miami office for offshore clients, alongside industry trends like active ETF mainstreaming and public-private convergence.