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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: 17.5 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 17.5 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
Compare with Foreign Large Growth category ETFs
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
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
