# Portfolio overlap — RGLAX vs CUSEX

Comparing **American Funds Global Insight Fund** (2026-01-31) and **Capital Group U.S. Equity Fund** (2026-01-31).

- Shared positions: 70
- American Funds Global Insight Fund covered by Capital Group U.S. Equity Fund: 0.4346122188296413650573000797
- Capital Group U.S. Equity Fund covered by American Funds Global Insight Fund: 0.4346122188296413650573000797

## 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 U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 | ✓ |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 | ✓ |
| AMAZON.COM INC | 0.035837 | ✓ |
| APPLE INC | 0.033188 | ✓ |
| META PLATFORMS INC CL A | 0.032070 | ✓ |
| GENERAL ELECTRIC CO | 0.030300 | ✓ |
| KLA CORP | 0.028833 | ✓ |
| CONSTELLATION ENERGY CORP | 0.024505 | ✓ |
| VISA INC-CLASS A | 0.024127 | ✓ |
| PHILIP MORRIS INTL INC | 0.021665 | ✓ |
| MICRON TECHNOLOGY INC | 0.020021 | ✓ |
| JPMORGAN CHASE and CO | 0.019464 | ✓ |
| MARSH & MCLENNAN | 0.019419 | ✓ |
| LINDE PLC | 0.018812 | ✓ |
| GE VERNOVA LLC | 0.018005 | ✓ |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 | ✓ |
| MONDELEZ INTL INC | 0.014255 | ✓ |
| RTX CORP | 0.014062 | ✓ |
| AMGEN INC | 0.013221 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 | ✓ |
| WELLTOWER INC | 0.012830 | ✓ |
| TRANSDIGM GROUP INC | 0.011323 | ✓ |
| SALESFORCE INC | 0.010583 | ✓ |
| WASTE CONNECTIONS INC | 0.010261 |  |
| ABBVIE INC | 0.009756 | ✓ |
| UNITEDHEALTH GRP | 0.009747 | ✓ |
| ATMOS ENERGY CORP | 0.009615 | ✓ |
| NVIDIA CORP | 0.009501 | ✓ |
| ABBOTT LABS | 0.009499 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008654 | ✓ |
| TRUIST FINL CORP | 0.008223 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 |  |
| ENTERGY CORP | 0.007300 |  |
| CONOCOPHILLIPS | 0.007134 | ✓ |
| TRACTOR SUPPLY CO. | 0.006857 | ✓ |
| MORGAN STANLEY | 0.006612 |  |
| SHOPIFY INC CL A | 0.006392 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.006019 | ✓ |
| S&P GLOBAL INC | 0.006012 | ✓ |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 | ✓ |
| SERVICENOW INC | 0.005437 | ✓ |
| LENNOX INTL INC | 0.005376 | ✓ |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 | ✓ |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 |  |


## 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 `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-index.htm>

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