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American Funds Europacific Growth A (AEPGX) Fund Ranking and Research
Ranking, Research and Recommendation of American Funds Europacific Growth A (AEPGX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Carl Kawaja
Fund Manager Information
Fund Manager Tenure: 16.9 yearsSimilar Funds: AEPCX AEPFX
Fund Family: American Funds
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62) (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),
American Funds Europacific Growth A Fund (AEPGX) Profile
Fund Profile and Description
American Funds Europacific Growth A Fund seeks to provide you with long-term growth of capital. American Funds Europacific Growth A Fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. It normally invests at least 80% of net assets in securities of issuers in Europe and the Pacific Basin. American Funds Europacific Growth A Fund may invest a portion of its assets in common stocks and other securities of companies in countries with developing economies and/or markets and may also hold cash, money market instruments and fixed-income securities.
What we like about American Funds Europacific Growth A (AEPGX) Fund
Data for American Funds Europacific Growth A Fund (AEPGX) as of May 30, 2016
- American Funds Europacific Growth A Fund (AEPGX) management has been with American Funds Europacific Growth A Fund for 16.9 years
- American Funds Europacific Growth A Fund (AEPGX) has good mid-term performance (3-year return 3.04% vs 2.71% Foreign Large Growth category median performance)
- American Funds Europacific Growth A Fund (AEPGX) ratio of up-years vs down years is greater than 2
- Asset base in American Funds Europacific Growth A Fund (AEPGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- American Funds Europacific Growth A Fund (AEPGX) has an annual stock turnover rate of 30.00% vs Foreign Large Growth average of 52.29%. It is good that American Funds Europacific Growth A management does not trade extensively for its return.
- American Funds Europacific Growth A Fund (AEPGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.86, lower than category average of 12.66
- American Funds Europacific Growth A Fund (AEPGX) has a lower expense ratio than its Foreign Large Growth average: 0.83% vs 1.30%
What we are cautious about American Funds Europacific Growth A (AEPGX) Fund
Data for American Funds Europacific Growth A Fund (AEPGX) as of May 30, 2016
- American Funds Europacific Growth A Fund (AEPGX) has a less-than-ideal short-term performance (1-year return -9.71% vs -7.92% Foreign Large Growth category median performance)
- American Funds Europacific Growth A Fund (AEPGX) has a less-than-ideal Long-term performance (5-year return 2.26% vs 2.51% Foreign Large Growth category median performance)
- American Funds Europacific Growth A Fund (AEPGX) has a Morningstar rating of 3 and below
- American Funds Europacific Growth A Fund (AEPGX) carries a 5.75% load
What do you think?
Compare with other top Foreign Large Growth category mutual funds
Aadditional top Foreign Large Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
American Funds Europacific Growth A | -0.77 | -9.71 | 3.04 | 2.26 | |
Fidelity Series International Growth F (FFIGX) | 0.51 | -4.94 | 5.28 | 4.99 | Compare |
JOHCM International Select II (JOHAX) | 2.19 | -15.16 | 6.89 | 5.85 | Compare |
Invesco International Growth R5 (AIEVX) | 1.69 | -6.91 | 4.25 | 3.48 | Compare |
See top fund managers for Foreign Large Growth Category Funds
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Some Foreign Large Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR) | 0 | 0 | 0 | iShares MSCI EAFE Growth (EFG) | 0 | 0 | 0 | WisdomTree Global ex-US Dividend Gr ETF (DNL) | 0 | 0 | 0 |
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American Funds Europacific Growth A (AEPGX) Fund Net Asset
Track net asset change of American Funds Europacific Growth A fund (AEPGX)
Date | Net Asset |
05/2016 | $123.03B |
03/2016 | $121.57B |
02/2016 | $113.15B |
American Funds Europacific Growth A (AEPGX) Fund Portfolio Allocation
Track portfolio allocation change of American Funds Europacific Growth A fund (AEPGX)
Date | Cash | Stock | Bond | Other |
03/2016 | 7.96% | 86.09% | 0.56% | 5.24% |
12/2015 | 7% | 89.09% | 0.66% | 3.09% |
09/2015 | 8.11% | 88.1% | 0.27% | 3.52% |
Top 10 Holdings in American Funds Europacific Growth A (AEPGX) Fund
Discover what American Funds Europacific Growth A Fund (AEPGX) manager is buying
NOVARTIS AG BASL [2.07%] Prudential PLC [1.73%] Associated British Foods PLC [1.68%] Baidu, Inc. [1.68%] AIA Group Ltd [1.67%] HDFC Bank Ltd [1.62%] Alibaba Group Holding Limited A [1.61%] British American Tobacco PLC [1.48%] | NOVARTIS AG BASL [2.28%] SOFTBANK CORP ORD [2.05%] Prudential PLC [2.02%] Baidu, Inc. [1.93%] Barclays PLC [1.84%] AIA Group Ltd [1.73%] Associated British Foods PLC [1.72%] HDFC Bank Ltd [1.7%] Bayer AG [1.62%] | NOVARTIS AG BASL [2.46%] Barclays PLC [2.3%] SOFTBANK CORP ORD [2.1%] Associated British Foods PLC [1.8%] Prudential PLC [1.78%] Bayer AG [1.71%] HDFC Bank Ltd [1.7%] NINTENDO CO LTD-ORD- [1.69%] Baidu, Inc. [1.4%] |
Latest News on American Funds Europacific Growth A (AEPGX) Fund
See what is happening with American Funds Europacific Growth A Fund (AEPGX)
See more information on American Funds Europacific Growth A (AEPGX) Fund
Popular pages on American Funds Europacific Growth A (AEPGX) Fund
- American Funds Europacific Growth A (AEPGX) Fund Research and Recommendation
- American Funds Europacific Growth A (AEPGX) Fund Performance Data
- American Funds Europacific Growth A (AEPGX) Fund Manager Information
- Historic American Funds Europacific Growth A (AEPGX) Fund Asset Allocation Report
- Historic American Funds Europacific Growth A (AEPGX) Fund Top 10 Holding Tracking
- Historic American Funds Europacific Growth A (AEPGX) Fund Asset Under Management Tracking