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Capital Group Global Allocation Fund (lux) C (0P00012TZM)

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20.720 0.000    0%
12/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Capital Group
ISIN:  LU1006076894 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.48B
Capital Group Global Allocation Fund LUX C 20.720 0.000 0%

0P00012TZM Overview

 
Find basic information about the Capital Group Global Allocation Fund (lux) C 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 0P00012TZM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.75%
Prev. Close20.72
Risk Rating
TTM Yield0%
ROE24.11%
IssuerCapital Group
TurnoverN/A
ROA8.44%
Inception DateJan 31, 2014
Total Assets1.48B
Expenses0.09%
Min. InvestmentN/A
Market Cap157.83B
CategoryUSD Moderate Allocation
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Capital Group Global Allocation Fund (lux) C Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1115 1007 1198 1139 1391 2110
Fund Return 11.49% 0.67% 19.75% 4.44% 6.83% 7.75%
Place in category 283 1090 157 244 105 39
% in Category 23 78 11 20 12 7

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Capital Group New Perspective Funbg 15.9B 13.60 0.65 9.71
  Capital Group New Perspective Funzg 15.9B 14.32 1.42 10.59
  Capital Group New Perspective Fuzdg 15.9B 14.33 1.41 10.58
  Capital Group New Perspective Fuzgg 15.9B 14.27 1.41 10.59
  Capital Group New Perspective Fubg 15.9B 13.60 0.67 9.71

Top Funds for USD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Multi Asset Income Fund I Ag 17.66M 1.15 -0.49 5.34
  MFSM Prudent Wealth Fund I1 GBP 2.27B 2.23 2.08 8.17
  Capital Group Global Allocation Fzg 1.5B 10.73 3.61 6.95
  Capital Group Global Allocation zdg 1.5B 10.68 3.60 6.94
  H Portfolios World Selection 3 Clag 862.43M 9.82 2.22 5.26

Top Holdings

Name ISIN Weight % Last Change %
  Broadcom US11135F1012 5.11 173.58 -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 2.75 125.24 +0.82%

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
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