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Fund Intelligence | Best Managers | AEPFX Insights | AEPFX Score | AEPFX Performance | AEPFX Manager | AEPFX News | AEPFX Allocation | AEPFX Holdings Change

Mutual Fund Insights: American Funds EuroPacific Gr F-2 Fund (AEPFX)

In-depth Analysis of American Funds EuroPacific Gr F-2 Fund (AEPFX)

Mutual fund chart: American Funds EuroPacific Gr F-2 Fund (AEPFX)

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See American Funds EuroPacific Gr F-2 Fund (AEPFX) performance details as of January 31, 2010

  

    Last Trade: $38.20 on 3/12/2010, Change: +0.19 (0.5%)

  

Fund Manager - Stephen E. Bepler

Fund Manager Tenure: 25.9 years   [Similar Funds: AEPCX  AEPGX  AEGFX ]
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Bepler is the senior vice president and director of Capital Research Management Company, his employer since 1972. Previously, Bepler spent three years with Clark Dodge & Company and two years with Bank of America International.  Get more insights on Stephen E. Bepler

  

What we like about American Funds EuroPacific Gr F-2 Fund (AEPFX) What we like about American Funds EuroPacific Gr F-2 Fund (AEPFX)

Data for American Funds EuroPacific Gr F-2 Fund (AEPFX) as of January 31, 2010

  • American Funds EuroPacific Gr F-2 Fund (AEPFX) management has been with American Funds EuroPacific Gr F-2 Fund for 25.9 years
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has good short-term performance (1-year return 44.73% vs 39.71% Foreign Large Blend category average)
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has good mid-term performance (3-year return -2.52% vs -8.06% Foreign Large Blend category average)
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has good Long-term performance (5-year return 6.88% vs 2.90% Foreign Large Blend category average)
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) ratio of up-years vs down years is greater than 2
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has a Morningstar rating of 4 and above
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has an annual stock turnover rate of 41.00% vs Foreign Large Blend average of 98.31%. It is good that American Funds EuroPacific Gr F-2 management does not trade extensively for its return.
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.11, lower than category average of 24.9
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) has a lower management fee than its Foreign Large Blend average: 0.63% vs 1.40%
  • American Funds EuroPacific Gr F-2 Fund (AEPFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about American Funds EuroPacific Gr F-2 Fund (AEPFX) What we are cautious about American Funds EuroPacific Gr F-2 Fund (AEPFX)

Data for American Funds EuroPacific Gr F-2 Fund (AEPFX) as of January 31, 2010

See American Funds EuroPacific Gr F-2 Fund (AEPFX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Foreign Large Blend category?

Below are some additional Foreign Large Blend mutual funds generated out of our database

  

American Funds EuroPacific Gr F-2 Fund (AEPFX) Net Asset

Track net asset change of American Funds EuroPacific Gr F-2 fund (AEPFX)

DateNet Asset
01/2010$3.55B
11/2009$3.33B
10/2009$2.89B
More historic net asset information on American Funds EuroPacific Gr F-2 Fund (AEPFX)

  

American Funds EuroPacific Gr F-2 Fund (AEPFX) Portfolio Allocation

Track portfolio allocation change of American Funds EuroPacific Gr F-2 fund (AEPFX)

DateCashStockBondOther
09/20094.73%93.42%1.82%0.03%
06/20099.24%88.91%1.8%0.05%
03/200911.92%86.08%1.91%0.09%
Click here to see more historic asset allocation information on American Funds EuroPacific Gr F-2 Fund (AEPFX)

  

Most Recent Top 10 Holdings in American Funds EuroPacific Gr F-2 Fund (AEPFX)

Discover what American Funds EuroPacific Gr F-2 Fund (AEPFX) manager is buying

30-Sep-09
Bay National Corporation (Maryl [2.58%]
AMERICA MOVIL, S.A.B [2.43%]
Roche Holding AG [2.11%]
Inbev [1.91%]
Novartis [1.76%]
BANCO SANTANDER CHI [1.73%]
TELEFONICA SA [1.73%]
Novo Nordisk A/S [1.7%]
Gazprom OAO (EDR) [1.59%]
Teva Pharmaceutical Industries [1.54%]

30-Jun-09
Bayer AG [2.58%]
AMERICA MOVIL S.A.B. DE C.V. [2.43%]
Roche Holding AG [2.11%]
Inbev [1.91%]
Noven Pharmaceuticals, Inc. [1.76%]
BANCO SANTANDER CHILE [1.73%]
TELEFONICA [1.73%]
Novo Nordisk A/S [1.7%]
Gazprom OAO (EDR) [1.59%]
Teva Pharmaceutical Industries [1.54%]

31-Mar-09
Roche Holding AG [3.6%]
Bayer AG [2.91%]
AMERICA MOVIL, S.A.B [2.47%]
Novo-Nordisk A S [2.13%]
Anheuser-Busch Inbev Sa, Bruxelles [1.84%]
Nestle [1.79%]
Teva Pharmaceutical Industries [1.77%]
Novartis [1.75%]
Telefonica, S.A. [1.65%]
Gazprom OAO (EDR) [1.44%]
Click here for Stock Holding Change Map in American Funds EuroPacific Gr F-2 Fund (AEPFX)

  

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Latest News on American Funds EuroPacific Gr F-2 (AEPFX)

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