Fund comparison · from official SEC filings

AGVDX vs RGLGX: how much do they overlap?

American Funds Global Insight Fund and American Funds Global Insight Fund
Holdings overlap
100%
of assets, by weight
Shared positions
191
of 191 / 191 holdings
AGVDX expense ratio
1.56%
net, per year
RGLGX expense ratio
0.45%
net, per year
AGVDX and RGLGX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AGVDX
RGLGX
A
AVGOBROADCOM INC
5.00%
5.00%
C
CMQXXCAPITAL GROUP CNTRL CSH-M
3.94%
3.94%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
3.78%
3.78%
G
GOOGLALPHABET INC-CL A
3.55%
3.55%
M
MSFTMICROSOFT CORP
3.23%
3.23%
A
AAPLAPPLE INC
2.86%
2.86%
A
ASMLFASML HOLDING NV
2.46%
2.46%
N
NVDANVIDIA CORP
2.09%
2.09%
J
JPMJPMORGAN CHASE & CO
2.09%
2.09%
A
AMZNAMAZON.COM INC
1.96%
1.96%
G
GOOGALPHABET INC-CL C
1.89%
1.89%
H
HXSCLSK HYNIX INC-GDS REG S
1.81%
1.81%
G
GEGENERAL ELECTRIC
1.76%
1.76%
A
AZNASTRAZENECA PLC
1.62%
1.62%
T
TTETOTALENERGIES SE
1.53%
1.53%
G
GEVGE VERNOVA INC
1.46%
1.46%
S
SAFRFSAFRAN SA
1.38%
1.38%
R
RYCEFROLLS-ROYCE HOLDINGS PLC
1.28%
1.28%
M
METAMETA PLATFORMS INC-CLASS A
1.27%
1.27%
E
ENGQFENGIE
1.23%
1.23%
R
RWNFFRWE AG
1.19%
1.19%
D
DBSDFDBS GROUP HOLDINGS LTD
1.05%
1.05%
U
UNCFFUNICREDIT SPA
1.00%
1.00%
P
PMPHILIP MORRIS INTERNATIONAL
0.97%
0.97%
W
WELLWELLTOWER INC
0.97%
0.97%
Only in AGVDX
Nothing exclusive.
Only in RGLGX
Nothing exclusive.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.