fundvisualizer.com

American Funds Global Insight R-5ERGLJX

Performance (before sales charge)

As of 06/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 06/30/2024
Stock
47.82%
Non-U.S. Stock
47.04%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
5.14%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 06/30/2024

Basic materials

3.76%

Consumer cyclical

7.20%

Financial services

11.39%

Real estate

0.60%

Consumer defensive

8.01%

Health care

13.24%

Utilities

2.97%

Communication services

6.61%

Energy

4.36%

Industrials

16.50%

Technology

20.23%

Top 10 holdings

As of 06/30/2024

Capital Group Central Cash Fund
4.92%
Novo Nordisk A/S Class B
3.28%
Broadcom Inc
3.10%
Microsoft Corp
2.53%
AstraZeneca PLC
1.97%
Apple Inc
1.95%
ASML Holding NV
1.94%
Safran SA
1.76%
TotalEnergies SE
1.62%
Alphabet Inc Class A
1.50%
Fund assets

$13.89 Billion

Share class

Retirement

Morningstar category

Global Large-Stock Blend

Expense ratio

0.61%

Investment objective

World Stock

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