- What does AGVEX invest in?
- The American Funds Global Insight Fund Class F-1 aims to deliver both judicious capital appreciation and the preservation of principal. To achieve these goals, the fund primarily invests in common stocks of companies globally that the investment adviser deems to possess significant growth potential. A minimum of 80% of its net assets are consistently allocated to equity-based securities. Its investments are diversified across numerous countries, including the U.S., always holding positions in at least three different nations. A substantial portion, specifically no less than 40% of its net assets, is dedicated to issuers located outside the United States. Additionally, the fund maintains the option to invest up to 10% of its net assets in securities from emerging market companies.
- What is the expense ratio of AGVEX?
- American Funds Global Insight Fund Class F-1 (AGVEX) charges an expense ratio of 0.82%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is AGVEX?
- American Funds Global Insight Fund Class F-1 (AGVEX) manages $21.48B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is AGVEX actively managed or an index fund?
- AGVEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was AGVEX launched?
- American Funds Global Insight Fund Class F-1 (AGVEX) launched in March 2011 and is managed by Capital Group.
- How has AGVEX performed?
- AGVEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
