# Portfolio overlap — RGLAX vs CGUS

Comparing **American Funds Global Insight Fund** (2026-01-31) and **Capital Group Core Equity ETF** (2026-02-28).

- Shared positions: 42
- American Funds Global Insight Fund covered by Capital Group Core Equity ETF: 0.3944762090213886895700506305
- Capital Group Core Equity ETF covered by American Funds Global Insight Fund: 0.3944762090213886895700506305

## American Funds Global Insight Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.041933 | ✓ |
| MICROSOFT CORP | 0.034600 | ✓ |
| ALPHABET INC CL A | 0.032665 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.031487 | ✓ |
| APPLE INC | 0.027032 | ✓ |
| ASML Holding NV | 0.025495 |  |
| JPMORGAN CHASE and CO | 0.021350 | ✓ |
| GENERAL ELECTRIC CO | 0.019530 | ✓ |
| NVIDIA CORP | 0.018496 | ✓ |
| SAFRAN SA | 0.017505 |  |
| ALPHABET INC CL C | 0.017278 | ✓ |
| ASTRAZENECA PLC | 0.016644 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.015843 |  |
| CAPITAL GROUP CENTRAL CASH FUND | 0.014602 | ✓ |
| META PLATFORMS INC CL A | 0.014326 | ✓ |
| SK HYNIX INC GDR | 0.013617 |  |
| GE VERNOVA LLC | 0.013558 |  |
| AMAZON.COM INC | 0.013268 | ✓ |
| NOVO NORDISK-B | 0.011963 |  |
| UNICREDIT SPA | 0.011848 |  |
| SAP SE | 0.011608 |  |
| ENGIE | 0.011332 |  |
| DBS GROUP HLDGS | 0.011086 |  |
| RWE AG | 0.010847 |  |
| MASTERCARD INC CL A | 0.010580 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.010366 | ✓ |
| PHILIP MORRIS INTL INC | 0.010224 | ✓ |
| STANDARD CHARTER | 0.009985 |  |
| DSV PANALPINA A S | 0.009640 |  |
| DEUTSCHE BANK-RG | 0.009585 |  |
| TOTALENERGIES SE | 0.009363 |  |
| MUENCHENER RUE-R | 0.008753 |  |
| ABBOTT LABS | 0.008418 | ✓ |
| AMGEN INC | 0.008341 |  |
| INGERSOLL RAND INC | 0.007973 | ✓ |
| LONDON STOCK EXCHANGE GRP PLC | 0.007906 |  |
| FUJITSU LTD | 0.007677 |  |
| DANONE SA | 0.007650 |  |
| Airbus SE | 0.007644 |  |
| KLA CORP | 0.007259 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.006794 |  |
| MARSH & MCLENNAN | 0.006530 | ✓ |
| BEONE MEDICINES LTD ADR | 0.006484 |  |
| NORTHROP GRUMMAN CORP | 0.006409 |  |
| RTX CORP | 0.006179 | ✓ |
| AIA Group Ltd | 0.006023 |  |
| L'OREAL SA ORD | 0.005850 |  |
| HITACHI LTD | 0.005815 |  |
| CENTERPOINT ENERGY INC | 0.005570 | ✓ |
| CONSTELLATION ENERGY CORP | 0.005442 |  |

## Capital Group Core Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.062827 | ✓ |
| MICROSOFT CORP | 0.058416 | ✓ |
| BROADCOM INC | 0.050435 | ✓ |
| AMAZON.COM INC | 0.043537 | ✓ |
| LILLY ELI and CO | 0.038476 | ✓ |
| RTX CORP | 0.036737 | ✓ |
| META PLATFORMS INC CL A | 0.034440 | ✓ |
| APPLE INC | 0.033765 | ✓ |
| ALPHABET INC CL A | 0.026688 | ✓ |
| APPLIED MATERIALS INC | 0.024501 | ✓ |
| JPMORGAN CHASE and CO | 0.022634 | ✓ |
| MASTERCARD INC CL A | 0.020683 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.018845 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.018460 | ✓ |
| BLACKROCK INC | 0.017160 |  |
| ALPHABET INC CL C | 0.016435 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.016007 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015377 | ✓ |
| CAN NATURAL RES | 0.015139 |  |
| CAPITAL GROUP CENTRAL CASH FUND | 0.014323 | ✓ |
| STARBUCKS CORP | 0.013887 |  |
| GENERAL ELECTRIC CO | 0.013481 | ✓ |
| CARRIER GLOBAL CORP | 0.012821 |  |
| BAKER HUGHES CO | 0.012777 |  |
| AUTOMATIC DATA PROCESSING INC | 0.012752 |  |
| LINDE PLC | 0.011921 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.011515 | ✓ |
| EXXON MOBIL CORP | 0.011335 | ✓ |
| WELLS FARGO & CO | 0.011273 |  |
| NETFLIX INC | 0.010835 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.010648 |  |
| HOME DEPOT INC | 0.010621 |  |
| XPO LOGISTICS INC | 0.010485 |  |
| ENTEGRIS INC | 0.010382 |  |
| UNITEDHEALTH GRP | 0.010293 | ✓ |
| GFL ENVIRONM-SUB | 0.010087 |  |
| PHILIP MORRIS INTL INC | 0.009816 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.009681 | ✓ |
| ABBOTT LABS | 0.008715 | ✓ |
| PG&E CORP | 0.008484 |  |
| DOMINION ENERGY INC | 0.008376 |  |
| CENTERPOINT ENERGY INC | 0.008368 | ✓ |
| FIDELITY NATL INFORM SVCS INC | 0.008321 |  |
| EQUINIX INC | 0.008212 |  |
| INTL PAPER CO | 0.008085 | ✓ |
| INGERSOLL RAND INC | 0.007961 | ✓ |
| HONEYWELL INTL INC | 0.007792 |  |
| UNITED RENTALS INC | 0.007448 | ✓ |
| CATERPILLAR INC | 0.007179 | ✓ |
| VISA INC-CLASS A | 0.007110 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-131235` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785347/000119312526131235/0001193125-26-131235-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041062` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1870102/000141036826041062/0001410368-26-041062-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_