AGVEX Mutual Fund

AGVEX Mutual Fund (American Funds Global Insight Fund Class 529-A) is managed by American Funds with $6.0M in net assets. AGVEX expense ratio is 0.82%, holding 189 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2019-11-08.

AGVEX performance shows a YTD return of 9.61%. The 1-year return is 12.88% and the 5-year return is 9.34%. AGVEX dividend yield stands at 0.75%, paid annually.

AGVEX top holdings include Broadcom Inc (4.5%), Taiwan Semiconductor Manufacturing Co Ltd (3.5%), Microsoft Corp (3.5%), Alphabet Inc (3.1%), Apple Inc (3.1%). Go to all AGVEX holdings, AGVEX sectors, or AGVEX dividends.

AGVEX can be compared against other funds. Use AGVEX overlap to find shared positions, or AGVEX vs another fund for a side-by-side view. AGVEX alternatives are available via the screener, along with tax-loss harvesting opportunities.