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:Christine F. Heim, Managing Director


 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 | RERFX Insights | RERFX Score | RERFX Performance | RERFX Manager | RERFX News | RERFX Allocation | RERFX Holdings Change

Mutual Fund Insights: American Funds EuroPacific Gr R5 Fund (RERFX)

In-depth Analysis of American Funds EuroPacific Gr R5 Fund (RERFX)

Mutual fund chart: American Funds EuroPacific Gr R5 Fund (RERFX)

3 months
6 months
1 year
3 year
5 year

See American Funds EuroPacific Gr R5 Fund (RERFX) performance details as of February 28, 2010

  

    Last Trade: $38.10 on 3/19/2010, Change: -0.22 (-0.57%)

  

Fund ManagerFund Manager - Jonathan J. Knowles

Fund Manager Tenure: 1.6 years   [Similar Funds: RERAX  RERBX  RERCX  REREX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Jonathan J. Knowles is vice president of Capital Research and Management Company.  Get more insights on Jonathan J. Knowles

  

What we like about American Funds EuroPacific Gr R5 Fund (RERFX) What we like about American Funds EuroPacific Gr R5 Fund (RERFX)

Data for American Funds EuroPacific Gr R5 Fund (RERFX) as of February 28, 2010

  • American Funds EuroPacific Gr R5 Fund (RERFX) has good Long-term performance (5-year return 6.22% vs 2.01 % Foreign Large Blend category average)
  • American Funds EuroPacific Gr R5 Fund (RERFX) ratio of up-years vs down years is greater than 2
  • American Funds EuroPacific Gr R5 Fund (RERFX) has a Morningstar rating of 4 and above
  • American Funds EuroPacific Gr R5 Fund (RERFX) has an annual stock turnover rate of 41.00% vs Foreign Large Blend average of 105.58%. It is good that American Funds EuroPacific Gr R5 management does not trade extensively for its return.
  • American Funds EuroPacific Gr R5 Fund (RERFX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.1, lower than category average of 24.89
  • American Funds EuroPacific Gr R5 Fund (RERFX) has a lower management fee than its Foreign Large Blend average: 0.51% vs 1.42%
  • American Funds EuroPacific Gr R5 Fund (RERFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about American Funds EuroPacific Gr R5 Fund (RERFX) What we are cautious about American Funds EuroPacific Gr R5 Fund (RERFX)

Data for American Funds EuroPacific Gr R5 Fund (RERFX) as of February 28, 2010

  • American Funds EuroPacific Gr R5 Fund (RERFX) management has been with American Funds EuroPacific Gr R5 Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • American Funds EuroPacific Gr R5 Fund (RERFX) has a less-than-ideal short-term performance (1-year return 53.37% vs 54.04 % Foreign Large Blend category average)
  • American Funds EuroPacific Gr R5 Fund (RERFX) has a less-than-ideal mid-term performance (3-year return -2.27% vs -7.98 % Foreign Large Blend category average)
See American Funds EuroPacific Gr R5 Fund (RERFX) performance details as of February 28, 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 R5 Fund (RERFX) Net Asset

Track net asset change of American Funds EuroPacific Gr R5 fund (RERFX)

DateNet Asset
02/2010$95.45B
01/2010$17.71B
11/2009$17.53B
More historic net asset information on American Funds EuroPacific Gr R5 Fund (RERFX)

  

American Funds EuroPacific Gr R5 Fund (RERFX) Portfolio Allocation

Track portfolio allocation change of American Funds EuroPacific Gr R5 fund (RERFX)

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 R5 Fund (RERFX)

  

Most Recent Top 10 Holdings in American Funds EuroPacific Gr R5 Fund (RERFX)

Discover what American Funds EuroPacific Gr R5 Fund (RERFX) 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 R5 Fund (RERFX)

  

Related books and products to American Funds EuroPacific Gr R5 Fund (RERFX)

  

Latest News on American Funds EuroPacific Gr R5 (RERFX)

See what is happening with American Funds EuroPacific Gr R5 Fund (RERFX)

 

Books and Resources

 

 

See more information on American Funds EuroPacific Gr R5 Fund (RERFX)