Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: American Funds EuroPacific Gr R1 Fund (RERAX)

In-depth Analysis of American Funds EuroPacific Gr R1 Fund (RERAX)

Mutual fund chart: American Funds EuroPacific Gr R1 Fund (RERAX)

3 months
6 months
1 year
3 year
5 year

See American Funds EuroPacific Gr R1 Fund (RERAX) performance details as of January 31, 2010

  

    Last Trade: $36.79 on 3/11/2010, Change: +0.07 (0.19%)

  

Fund Manager - Stephen E. Bepler

Fund Manager Tenure: 25.9 years   [Similar Funds: RERBX  RERCX  REREX  RERFX ]
Fundmojo Fund Grade: A+ (Score: 0.84)     (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 R1 Fund (RERAX) What we like about American Funds EuroPacific Gr R1 Fund (RERAX)

Data for American Funds EuroPacific Gr R1 Fund (RERAX) as of January 31, 2010

  • American Funds EuroPacific Gr R1 Fund (RERAX) management has been with American Funds EuroPacific Gr R1 Fund for 25.9 years
  • American Funds EuroPacific Gr R1 Fund (RERAX) has good short-term performance (1-year return 43.26% vs 39.71% Foreign Large Blend category average)
  • American Funds EuroPacific Gr R1 Fund (RERAX) has good mid-term performance (3-year return -3.40% vs -8.06% Foreign Large Blend category average)
  • American Funds EuroPacific Gr R1 Fund (RERAX) has good Long-term performance (5-year return 5.94% vs 2.90% Foreign Large Blend category average)
  • American Funds EuroPacific Gr R1 Fund (RERAX) ratio of up-years vs down years is greater than 2
  • American Funds EuroPacific Gr R1 Fund (RERAX) has a Morningstar rating of 4 and above
  • American Funds EuroPacific Gr R1 Fund (RERAX) 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 R1 management does not trade extensively for its return.
  • American Funds EuroPacific Gr R1 Fund (RERAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.09, lower than category average of 24.9

  

What we are cautious about American Funds EuroPacific Gr R1 Fund (RERAX) What we are cautious about American Funds EuroPacific Gr R1 Fund (RERAX)

Data for American Funds EuroPacific Gr R1 Fund (RERAX) as of January 31, 2010

  • American Funds EuroPacific Gr R1 Fund (RERAX) has a higher management fee of 1.61% than its Foreign Large Blend average of 1.40%
  • Even though American Funds EuroPacific Gr R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses
See American Funds EuroPacific Gr R1 Fund (RERAX) 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 R1 Fund (RERAX) Net Asset

Track net asset change of American Funds EuroPacific Gr R1 fund (RERAX)

DateNet Asset
01/2010$252.00M
11/2009$243.24M
10/2009$229.22M
More historic net asset information on American Funds EuroPacific Gr R1 Fund (RERAX)

  

American Funds EuroPacific Gr R1 Fund (RERAX) Portfolio Allocation

Track portfolio allocation change of American Funds EuroPacific Gr R1 fund (RERAX)

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 R1 Fund (RERAX)

  

Most Recent Top 10 Holdings in American Funds EuroPacific Gr R1 Fund (RERAX)

Discover what American Funds EuroPacific Gr R1 Fund (RERAX) 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 [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%]

31-Mar-09
Roche Holding AG [3.6%]
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%]
Click here for Stock Holding Change Map in American Funds EuroPacific Gr R1 Fund (RERAX)

  

Related books and products to American Funds EuroPacific Gr R1 Fund (RERAX)

  

Latest News on American Funds EuroPacific Gr R1 (RERAX)

See what is happening with American Funds EuroPacific Gr R1 Fund (RERAX)

 

Books and Resources

 

 

See more information on American Funds EuroPacific Gr R1 Fund (RERAX)