Breaking News
Get 55% Off 0
👀 Copy Legendary Investors' Portfolios in One Click
Copy For Free
Close

American Funds Insurance Series® Global Balanced Fund Class 1 (0P0000SD5E)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
13.250 +0.050    +0.38%
13/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 97.73M
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
American Funds Insurance Series Global Balanced Fu 13.250 +0.050 +0.38%

0P0000SD5E Holdings

 
Comprehensive information about top holdings and Key Holding Information for the American Funds Insurance Series Global Balanced Fu (0P0000SD5E) fund. Our American Funds Insurance Series Global Balanced Fu portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.530 7.080 1.550
Stocks 62.510 62.510 0.000
Bonds 30.800 30.800 0.000
Convertible 0.030 0.030 0.000
Other 1.130 1.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.739 15.924
Price to Book 2.937 2.412
Price to Sales 2.146 1.810
Price to Cash Flow 12.501 10.221
Dividend Yield 2.775 2.840
5 Years Earnings Growth 11.406 10.700

Sector Allocation

Name  Net % Category Average
Technology 16.680 19.209
Healthcare 15.300 11.186
Industrials 13.550 10.880
Financial Services 12.420 15.357
Consumer Defensive 8.760 7.505
Communication Services 8.130 6.649
Consumer Cyclical 7.720 8.258
Basic Materials 6.200 4.499
Utilities 5.100 5.262
Energy 4.180 6.665
Real Estate 1.950 7.057

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 578

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 2.84 447.27 -0.51%
  Broadcom US11135F1012 2.57 224.80 +24.43%
Federal National Mortgage Association 5% - 1.90 - -
  Meta Platforms US30303M1027 1.64 620.35 -1.66%
  Rtx Corp US75513E1010 1.61 117.75 +1.46%
  Freeport-McMoran US35671D8570 1.53 41.59 -1.16%
  Apple US0378331005 1.42 248.13 0.00%
  Sanofi FR0000120578 1.41 88.72 -0.50%
  Canadian Natural CA1363851017 1.23 44.78 -0.53%
  Alphabet A US02079K3059 1.16 189.82 -1.11%

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 158.17B 30.62 7.78 13.76
  American Funds American Balanced A 112.65B 16.59 6.58 8.25
  American Funds Invmt Co of Amer A 96.62B 26.66 13.02 11.75
  American Funds Washington Mutual A 90.03B 22.14 11.82 11.62
  VA CollegeAmerica 529 AMCAP 529A 85.7B 23.14 5.81 10.97
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000SD5E Comments

Write your thoughts about American Funds Insurance Series® Global Balanced Fund Class 1
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email