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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Fund Manager - Carl Kawaja

Fund Manager Information

Fund Manager Tenure: 18.9 years
Similar 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 18.9 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

See American Funds Europacific Growth A Fund (AEPGX) performance details as of May 30, 2016

 

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

 

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

More historic net asset information on American Funds Europacific Growth A Fund (AEPGX)

  

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%

Click here to see more historic asset allocation information on American Funds Europacific Growth A Fund (AEPGX)

 

Top 10 Holdings in American Funds Europacific Growth A (AEPGX) Fund

Discover what American Funds Europacific Growth A Fund (AEPGX) manager is buying

Mar 30, 2016 NOVO NORDISK A/S B [4.55%] 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%]

Dec 30, 2015 NOVO NORDISK A/S B [4.87%] 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%]

Sep 29, 2015 NOVO NORDISK A/S B [4.66%] 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%]

Click here for Stock Holding Change Map in American Funds Europacific Growth A Fund (AEPGX)

  

Latest News on American Funds Europacific Growth A (AEPGX) Fund

See what is happening with American Funds Europacific Growth A Fund (AEPGX)

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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