Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Capital Group Global Allocation Fund (lux) B (0P00012F8D)

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
 
21.010 -0.130    -0.61%
12/11 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.5B
Type:  Fund
Market:  Luxembourg
Issuer:  Capital International Management Company Sàrl
ISIN:  LU1006075656 
Asset Class:  Equity
Capital Group Global Allocation Fund (LUX) B 21.010 -0.130 -0.61%

0P00012F8D Overview

 
Find basic information about the Capital Group Global Allocation Fund (lux) B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012F8D MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change19.91%
Prev. Close21.14
Risk Rating
TTM Yield0%
ROE24.11%
IssuerCapital International Management Company Sàrl
TurnoverN/A
ROA8.44%
Inception DateJan 31, 2014
Total Assets1.5B
Expenses1.64%
Min. InvestmentN/A
Market Cap157.83B
CategoryUSD Moderate Allocation
What is your sentiment on Capital Group Global Allocation Fund (LUX) B?
or
Vote to see community's results!

Performance

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

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1101 1003 1180 1088 1289 1806
Fund Return 10.06% 0.3% 17.97% 2.84% 5.21% 6.09%
Place in category 562 1224 318 626 305 128
% in Category 43 86 24 55 34 24

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU2133218979 15.9B 14.48 1.57 -
  LU1746180204 15.9B 13.36 -0.18 -
  LU1481181086 538.82M 9.18 -1.35 5.67
  LU1481179858 538.82M 8.43 -2.21 4.70
  Capital Group Investment Ame B EUR 378.42M 19.97 9.00 9.79

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Income and Growth P EUR 50.98B 10.40 3.80 8.82
  LU0331284793 363.43M 7.03 -0.71 3.36
  BlackRock Global Allocation EUR A2 6.81B 8.15 0.54 4.66
  Global Allocation Fund X2 Use 813.75M 9.70 2.28 6.46
  LU0523293024 1.13B 8.84 1.30 5.44

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 5.11 176.22 -1.50%
  Taiwan Semicon TW0002330008 4.04 1,035.00 -1.43%
United States Treasury Notes 4.375% - 3.85 - -
United States Treasury Bonds 4.625% - 2.79 - -
  Philip Morris US7181721090 2.75 124.22 -0.58%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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.

0P00012F8D Comments

Write your thoughts about Capital Group Global Allocation Fund (lux) B
 
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