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Mutual Fund Insights: American Funds EuroPacific Gr 529C Fund (CEUCX)
In-depth Analysis of American Funds EuroPacific Gr 529C (CEUCX)
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Last Trade: $37.37 on 11/20/2009, Change: -0.24 (-0.64%)
Fund Manager - Stephen E. Bepler
Fund Manager Tenure: 25.6 years [Similar Funds: CEUAX CEUBX CEUEX CEUFX ]Fundmojo Fund Grade: Mojo Master (Score: 0.88) (What does this score mean?)Stephen E. 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.
Category Average: 25.04% , -5.94% , 4.57% | Category Average: 1.43% | Category Average: 95.24% |
What we like about American Funds EuroPacific Gr 529C Fund (CEUCX)
Data for American Funds EuroPacific Gr 529C Fund (CEUCX) as of October 31, 2009
- American Funds EuroPacific Gr 529C Fund (CEUCX) management has been with American Funds EuroPacific Gr 529C Fund for 25.6 years
- American Funds EuroPacific Gr 529C Fund (CEUCX) has good short-term performance (1-year return 32.31% vs 25.04% Foreign Large Blend category average)
- American Funds EuroPacific Gr 529C Fund (CEUCX) has good mid-term performance (3-year return -1.20% vs -5.94% Foreign Large Blend category average)
- American Funds EuroPacific Gr 529C Fund (CEUCX) has good Long-term performance (5-year return 7.67% vs 4.57% Foreign Large Blend category average)
- American Funds EuroPacific Gr 529C Fund (CEUCX) ratio of up-years vs down years is greater than 2
- American Funds EuroPacific Gr 529C Fund (CEUCX) has a Morningstar rating of 4 and above
- American Funds EuroPacific Gr 529C Fund (CEUCX) has an annual stock turnover rate of 41.00% vs Foreign Large Blend average of 95.24%. It is good that American Funds EuroPacific Gr 529C management does not trade extensively for its return.
- American Funds EuroPacific Gr 529C Fund (CEUCX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.84, lower than category average of 24.79
What we are cautious about American Funds EuroPacific Gr 529C Fund (CEUCX)
Data for American Funds EuroPacific Gr 529C Fund (CEUCX) as of October 31, 2009
- American Funds EuroPacific Gr 529C Fund (CEUCX) has a higher management fee of 1.68% than its Foreign Large Blend average of 1.43%
- American Funds EuroPacific Gr 529C Fund (CEUCX) carries a front-end load of % and 1.00% backend load
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American Funds EuroPacific Gr 529C Fund (CEUCX) Net Asset
Track net asset change of American Funds EuroPacific Gr 529C fund (CEUCX)
| Date | Net Asset |
| 10/2009 | $287.60M |
| 09/2009 | $271.14M |
| 08/2009 | $262.77M |
American Funds EuroPacific Gr 529C Fund (CEUCX) Portfolio Allocation
Track portfolio allocation change of American Funds EuroPacific Gr 529C fund (CEUCX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 4.73% | 93.42% | 1.82% | 0.03% |
| 06/2009 | 9.24% | 88.91% | 1.8% | 0.05% |
| 03/2009 | 11.92% | 86.08% | 1.91% | 0.09% |
Most Recent Top 10 Holdings in American Funds EuroPacific Gr 529C Fund (CEUCX)
Discover what American Funds EuroPacific Gr 529C Fund (CEUCX) manager is buying
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%] | AMERICA MOVIL, S.A.B [2.43%] Roche Holding AG [2.11%] Inbev [1.91%] Noven Pharmaceuticals, Inc. [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%] | Bayer AG [2.91%] America Movil, S.A.B. de C.V. [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%] |
Related books and products to American Funds EuroPacific Gr 529C Fund (CEUCX)
Latest News on American Funds EuroPacific Gr 529C (CEUCX)
See what is happening with American Funds EuroPacific Gr 529C Fund (CEUCX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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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. |
