Fund Evaluator:
American Funds Global Insight 529-A (CGVYX)
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Best Performing in Global Large-Stock Blend Over the Last Year
| 26.2% | Victory Cornerstone Equity (UCEQX) |
| 24.5% | Destinations Real Assets Z (DRAZX) |
| 23.8% | Victory Capital Growth (USCGX) |
| 23.7% | Destinations Real Assets I (DRAFX) |
| 23.7% | Victory World Equity (USAWX) |
Fund Details
American Funds Global Insight 529-A Overview
American Funds Global Insight 529-A (CGVYX) is an actively managed International Equity Global Large-Stock Blend fund. Capital Group launched the fund in 2019.
The investment seeks to provide prudent growth of capital and conservation of principal. The fund invests primarily in common stocks around the world that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, the fund will invest at least 80% of its assets in equity-type securities. The fund manager will allocate fund's assets among various countries, including the United States. Under normal market conditions, the fund will invest a percentage of its net assets outside the United States.
About American Funds Global Insight 529-A (CGVYX)
There are 4 members of the management team with an average tenure of 5.27 years: Noriko Chen (2025), Eu-Gene Cheah (2024), Brantley Thompson (2025), Gérald du Manoir (2011). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI World NR USD index with a weighting of 100%. American Funds Global Insight 529-A has 191 securities in its portfolio. The top 10 holdings constitute 30.2% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
American Funds Global Insight 529-A is part of the Equity global asset class and is within the International Equity fund group. American Funds Global Insight 529-A has 44.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 52.8%. There is 44.5% allocated to foreign stock, and 0.1% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). American Funds Global Insight 529-A has 2.6% of the portfolio in cash.
Assets Under Management
The fund has $21 million in total assets, which is below the $1 billion average for the Global Large-Stock Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
CGVYX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The American Funds Global Insight 529-A expense ratio is high compared to funds in the Global Large-Stock Blend category. American Funds Global Insight 529-A has an expense ratio of 0.80%, which is 24% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. American Funds Global Insight 529-A has a portfolio turnover rate of 21%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 43% for the Global Large-Stock Blend category.
Recently, in the month of July 2026, American Funds Global Insight 529-A returned -1.3%, which earned it a grade of F, as the Global Large-Stock Blend category had an average return of 0.8%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
American Funds Global Insight 529-A has a trailing yield of 0.79%, which is below the 0.95% category average. The fund normally distributes its income annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
American Funds Global Insight 529-A Grades
Year to date, the fund has returned 10.0%, 0.3 percentage points better than the category, which translates into a grade of C. The fund has returned 18.9% over the past year (grade of C), 15.3% over the past three years (grade of D) and 8.8% per year over the past five years (grade of D) and 11.4% per year over the past 10 years (grade of C).
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CGVYX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| CGVYX Return (NAV) | -1.3% | 4.8% | 18.9% | 15.3% | 8.8% | 11.4% |
| CGVYX Grade | F | B | C | D | D | C |
| +/- Category | -2.1% | 1.1% | 0.1% | -0.0% | -0.1% | 0.7% |
| Global Large-Stock Blend Avg | 0.8% | 3.7% | 18.8% | 15.3% | 8.9% | 10.7% |
| CGVYX Tax Cost Ratio | na | na | 0.4% | 0.4% | 0.4% | na |
CGVYX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| CGVYX Return (NAV) | 10.0% | 22.4% | 10.1% | 18.1% | -15.5% | 13.6% | 15.5% | 29.2% | -6.6% | 27.5% | 3.7% |
| CGVYX Grade | C | B | D | C | B | F | C | A | A | A | F |
| +/- Category | 0.3% | 2.3% | -3.1% | -0.7% | 0.7% | -3.9% | 0.8% | 3.3% | 3.8% | 4.5% | -2.9% |
| Global Large-Stock Blend Avg | 9.8% | 20.1% | 13.2% | 18.8% | -16.2% | 17.5% | 14.6% | 25.9% | -10.4% | 23.0% | 6.6% |
| Risk Measures | |
| Standard Deviation: | 12.0% |
| Total Risk Index: | 0.98 - Average |
| Category Risk Index: | 0.97 - Below Average |
| Category Risk Grade: | B (33% Rank) |
| Beta: | 0.92 |
| R-Squared: | 94% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.8% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | |
| Total Assets: | $21639 Mil |
| Fund Total Assets: | $ 22 Mil |
| Share Class Type: | A |
| Portfolio Turnover: | 21% |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 15.3 years | |||
| Average Tenure: 5.3 years | |||
| Managers (Year): du Manoir Gérald (2011), Cheah Eu-Gene (2024), Thompson Brantley (2025), Chen Noriko (2025) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 191 |
| % in Top 10 Holdings: | 30.2% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 44.5% |
Portfolio Allocation |
|
| Domestic Stock: | 52.8% |
| Foreign Stock: | 44.5% |
| Preferred Stock: | 0.1% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 2.6% |
Purchase Information
| Fund Family: | Capital Group |
| Phone Number: | 800-421-4225 |
| Website: |
| Status: | Open |
| Inception Date: | November 8, 2019 |
| Min. Initial Purchase: | $ 250 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | No |
| Front Load Maximum: | 3.50% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.20% |
Expenses and Fees | |
| Expense Ratio (%): | 0.80% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.05% |
| Share Class: | American Fds Global Insight F-3 |
| Min. Subsequent Purchase: | $ 50 |
| Min. Subsequent IRA Purchase: | $ 0 |
