American FundsŪ International Vantage Fund
Overview
American Funds International Vantage Fund may be considered by:
- Individuals seeking prudent growth potential of companies based in developed markets outside the U.S.
- IInvestors with low to moderate risk tolerance who want the opportunity for a smoother return profile over a full market cycle
- IInvestors looking for a core international equity holding that pursues growth and capital preservation
Objective
The fund's investment objective is to provide prudent growth of capital and conservation of principal.
Manager
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
Fund information
- Began operations: 4/01/11
- Net and gross expense ratios:* 0.92% / 0.90%
- Investment expenses paid annually: $9.00 for a $1,000 balance
- Ticker symbol: AIVEX
*Fund expenses are estimated as of the fund’s prospectus. The expense ratio does not reflect sales charges or fees charged by financial intermediaries. Please see the fund’s most recent prospectus for details.
You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Top 10 holdings
(Percentage of net assets shown are for the most recent period available as of 10/31/24; holdings are subject to change)
- Novo Nordisk 3.4%
- SAP 3.3%
- Safran 2.9%
- AstraZeneca 2.4%
- TSMC 2.4%
- London Stock Exchange Group 2.3%
- TotalEnergies 2.3%
- ASML 2.0%
- Rolls-Royce Holdings 1.7%
- EssilorLuxottica 1.7%
Past results
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. Class F-1 shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Class F-1 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated additional annual expenses. Please see the prospectus for more information about specific expenses.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, all results are calculated at net asset value.
Average annual total returns through 9/30/24
Class F-1 Shares
Latest10 years | Latest5 years | Latest3 years | Latestyear | |
---|---|---|---|---|
At net asset value | 6.54% | 7.89% | 3.15% | 23.05% |
Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which the results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.
The fund began investment operations on April 1, 2011, but was only available to a limited number of investors. Now available on the American Funds platform, the reorganized fund has adopted the results and financial history of the original fund.
Class F-1 shares were first offered on November 8, 2019. Class F-1 share results prior to the date of first sale are hypothetical based on the results of the original share class of the fund, adjusted for typical estimated expenses.Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.
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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.