The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. Past name: American Funds EuroPacific Gr R3. <> When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expenses higher. Password requirements: 6 to 30 characters long; ASCII characters only (characters found on a standard US keyboard); must contain at least 4 different symbols; %���� Please call 800-395-1113 to obtain the Fund Sheet for the group annuity investment option sub-accounts and/or to obtain a prospectus (or Offering Memorandum/Trust Document) for the sub-accounts' underlying fund… /Descent -212 /Title (American Funds EuroPacific Growth Fund) /FontBBox [-665 -325 2000 1040] Overview. American Funds EuroPacific Growth Fund® Class R-6 A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Capital Research and Management Company … American Funds Global Insight Fund and American Funds International Vantage Fund began investment operations on April 1, 2011, but were only available to a limited number of investors. EuroPacific Growth Fund (Class A | Fund 16 | AEPGX) seeks to provide long-term growth of capital. American Funds EuroPacific Growth R-6 . Active Share is neither a predictor of future returns nor a measure of manager skill. Years of Experience with Investment Industry. (Your e-mail address may be pre-filled if you have previously provided American Funds with this information.). American Funds Europacific Growth R4. Currency in USD. FUND PERFORMANCE VS. CATEGORY RERGX 40.10 1 YR 3YR 5 YR 10 YR 34.5013.7913.8114.5013.838.338.22 % Rank Cat Cat Avg Return Above Avg Average Average American Funds Europacific … Portfolios are managed, so holdings will change. American Funds EuroPacific Growth Fund R6 (RERGX) Foreign Large Growth 7.44% DFA Intl Small Cap Value Portfolio Instl (DISVX) Foreign Small/Mid Value 2.09% William Blair Intl Small Cap Growth Collective Invt Fund II Foreign Small/Mid Growth 2.21% SSgA Emerging Markets Index Fund … Found insideThe John Hancockinternational growth fundis described as a foreign largecap stock blend as is the American Funds' Euro Pacific growth fund. The difference isthat the American Funds focuson European and Pacific Rim stocks. RERGX | A complete American Funds EuroPacific Growth Fund;R6 mutual fund overview by MarketWatch. 1015 667 667 722 722 667 611 778 722 278 500 667 556 833 722 778 This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. (updated monthly), Percentage of net assets as of 6/30/2021 Primary Theme. Expense … Returns for one year or less are not annualized, but calculated as cumulative total returns. Distribution rate 12-month: The income per share paid by the fund over the past 12 months to an investor from dividends (including any special dividends). The investment objective of the EuroPac Gold Fund (the “Fund”) is to seek long-term capital appreciation. American Funds Europacific Growth C. AEPCX. Find the latest American Funds EuroPacific Grow (AEPGX) stock quote, history, news and other vital information to help you with your stock trading and investing. Read details about how waivers and/or reimbursements affect the results for each fund. Analyst rating as of Jan 19, 2021. Copyright © 2021 Capital Group. Forms are available after logging in or … 66.51 +0.04 +0.06%: RFNCX. Holdings are as of 6/30/2021 (updated quarterly). Returns for one year or less are not annualized, but calculated as cumulative total returns. Found inside – Page 1330Date Asset American Funds 401k American Balanced Fund - R2 Amount of Transaction $ 0- $ 1,000 NA 12-15-09 8-14-09 ... 401k Europacific Growth Fund - R2 American Funds 401k Europacific Growth Fund - R2 Reallocation Request American Funds ... The fund's investment objective is to provide you with long-term growth of capital. The beta of the market (represented by the benchmark index) is equal to 1; a beta higher than 1 implies that a return was more volatile than the market. American Funds Europacific Growth Fd - The investment seeks long-term growth of capital. See American Funds Europacific Growth Fd (FEUPX) mutual fund ratings from all the top fund analysts in one place. Manager: Artisan Partners Limited Partnership Category: Mid Cap Growth Objective: The Artisan US Mid-Cap Growth Strategy seeks to outperform its benchmark, the Russell MidCap Growth Index, over a full market cycle and to rank consistently in the top quartile of the mid-cap fund universe. Historical Long-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. American Funds SMALLCAP World A. SMCWX. (updated quarterly). The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. /Subtype /Type1 American Funds EuroPacific Growth Fund® Class R-5 A Mutual Fund Fourth Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor Capital Research and Management Company … Manager: Voya Investment Management Co. LLC Category: Small Cap Growth Objective: Seeks capital appreciation. /CapHeight 0 Trading Restriction: Effective March 31, 2006, American Funds has added a trading restriction on its EuroPacific Growth Fund. This information is provided in detail in the shareholder reports. While the fund … This international strategy seeks growth of capital by employing a flexible approach to investing in attractively valued companies in developed and emerging markets that are positioned to benefit from innovation, global economic growth, increasing consumer demand or a turnaround in business conditions. A TEAM OF MANAGERS. Analyst rating as of Jan 19, 2021. In addition, the share price of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a dividend is paid. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. This and other important information is contained in the fund. Found inside – Page 66... + 14.37 2.14 0.82 GL A + 14.54 0.52 FO 14.06 American Funds Cap Wld Gr & Inc R5 RWIFX American Funds EuroPacific Gr 529A CEUAX American Funds EuroPacific Gr 529B CEUBX American Funds EuroPacific Gr 529C CEUCX 0.83 AA( 800 ) 421-4120 ... Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. GFFFX | A complete American Funds Growth Fund of America;F2 mutual fund overview by MarketWatch. We would like to show you a description here but the site won’t allow us. Sets out the objectives, strategies and underlying investments of American Funds Global Balanced Fun... Details Sets out the objectives, strategies and underlying investments of American Funds Growth Portfolio and provides the latest results ... Details The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. American Funds EuroPacific Growth Fund® Class R-6 A Mutual Fund Second Quarter 2021 Fund Fact Sheet. For example, an up-capture ratio greater than 100 indicates the fund/model produced a higher return than the index during periods when the index was up. %���� Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Found inside – Page 12this conclusion the authors used mutual funds' investments as a benchmark to evaluate whether SWFs' portfolios present unusual ... American Funds EuroPacific Growth A has US$113 billion and Vanguard 500 Index Fund has US$203 billion. Quote Fund Analysis Performance Risk Price Portfolio … /Ascent 905 The fund invests primarily in common stocks of issuers in Europe and the … Fund information. Quote Fund Analysis Performance Risk Price Portfolio People Parent. /Type /FontDescriptor A diversified approach to international growth. Key Facts Investment Advisor Capital Research and Management Company … Morningstar Analyst Rating. American Funds EuroPacific Growth Fund Class A. Europacific Growth Fund. 13 0 obj Found inside – Page 348Vanguard Institutional Index Index Large Cap Very low 13.86 3.5 2.95 1.31 0.97 8.28 0.93 Fund Source: Authors' ... 4.28 0.93 World Growth & Income American Funds EuroPacific Yield Large Cap Medium 14.73 2.41 3.89 11.71 0.98 4.6 0.93 Growth. Past … Fund Commentary (PDF) 08/21. 400 549 333 333 333 576 537 333 333 333 365 556 834 834 834 611 Found inside – Page 404Page 4 of 9 Name John A. Boehner $ 15.001 - $ 50.000 Interest NA $ 201 - $ 1.000 American Funds EuroPacific Growth Fund S100.001 - $ 250.000 Dividends and Capital Gains $ 2.501 - $ 5.000 NA American Funds Small Cap . Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Analyst rating as of Aug 4, 2021. There may have been periods when the results lagged the index(es). Found inside – Page 544airlines sector, fund equity holdings in the, 234f Aivazin, Varoui, 121 Aizenman, Joshua, 61, 65, 67 Akande, Dapo, 317, ... 250t American Funds Capital World Growth & Income, fund characteristics, 250t American Funds EuroPacific Growth, ... Summary Prospectus (PDF) 06/21. >> Annualized return as of 08/31/2021. Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund. /ItalicAngle 0 Investing for short periods makes losses more likely. >> The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Found inside – Page 18... were Fidelity Magellan, Vanguard 500 Index, Investment Company of America, Washington Mutual, Growth Fund of America, Pimco Total Return, Fidelity Growth & Income, Fidelity Contrafund, New Perspective, and EuroPacific Growth. Class F-1 shares were first offered on March 15 … For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. Strategy: The Fund … The shaded area represents the center 75% of the fund's assets, and it provides an intuitive visual representation of the area of the market in which the fund invests. Participants who transfer $5,000 or … FEUPX. Download Fund Fact Sheet. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). /CapHeight 0 Fact sheet| June 30, 2021 American Funds EuroPacific Growth Fund International stock fund|Class R-6 Fund facts †Risk level Low High Total net assets ‡Gross … Find the latest performance data chart, historical data and news for American Funds - EuroPacific Growth Fund Class R-4 Shares (REREX) at Nasdaq.com. FUND PERFORMANCE VS. CATEGORY RERFX 25.19 1 YR 3YR 5 YR 10 YR 25.4810.6911.1712.4211.958.107.87 % Rank Cat Cat Avg Return Above Avg Average Average American Funds … EuroPacific Growth Fund® REREX Class R-4 shares Growth fund 1Q Fact Sheet Data as of March 31, 2021 Began operations: April 16, 1984 Objective: The fund’s investment objective is to provide long … /Widths [ 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 American Funds Europacific Growth R6 RERGX Category Foreign Large Growth Overall Morningstar RatingTM Morningstar Return Morningstar Risk ★★★ Average Above Average Out of 384 Foreign Large Growth funds… The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. AEPGX: American Funds EuroPacific Growth A - Fund Performance Chart. MSCI All Country World Index (ACWI) ex USA: MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. These risks may be heightened in connection with investments in developing countries. 556 556 333 500 278 556 500 722 500 500 500 334 260 334 584 750 Fidelity Advisor Total Bond – Seeks high level of current income. 750 222 222 333 333 350 556 1000 333 1000 500 333 944 750 500 667 The Fund seeks to provide long-term growth of capital by investing in companies based outside the United States. The Fund Invests in companies based chiefly in Europe and the Pacific Basin, ranging from small firms to large corporations. AEPFX | A complete American Funds EuroPacific Growth Fund;F2 mutual fund overview by MarketWatch. Prices and returns will vary, so investors may lose money. 556 556 556 556 556 556 889 500 556 556 556 556 278 278 278 278 / EuroPacific Growth Fund ... Quarterly Fund Fact Sheet (PDF) 08/21. /Ascent 905 This groundbreaking guide in the Boglehead series offers the most straightforward system for developing an indexed portfolio that will outperform actively-managed ones over time. A lower number signifies lower volatility. 667 778 722 667 611 722 667 944 667 667 611 278 278 278 469 556 Yield as of 8/31/21 (updated monthly). 667 667 667 667 667 667 1000 722 667 667 667 667 278 278 278 278 Add to watchlist. 1 0 obj Found inside – Page 4207EUROPACIFIC GROWTH FUND THE GROWTH FUND OF AMERICA , INC . THE INCOME FUND OF AMERICA INTERMEDIATE BOND FUND OF AMERICA INTERNATIONAL GROWTH AND INCOME FUND THE INVESTMENT COMPANY OF AMERICA LIMITED TERM TAX - EXEMPT BOND FUND OF ... American Funds® EuroPacific Growth Fund® - Class R-6 Release Date 06-30-21 ... discussed in the fund's prospectus and disclosed in the fund fact sheet. Found inside – Page 596... Hilda L 55 American Funds American Balanced A 64 American Funds Inc Fund of Amer A Armour, Timothy D. 54 American ... Bruce C. 209 Franklin Balance Sheet Investment A Bavely, Connie 374 T. Rowe Price GNMA 400 T. Rowe Price U.S. ... >> Capture Ratio Upside: Ratio of a fund/model’s return during periods when the index was up, divided by the return of the index during those periods. The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. American Funds … /BaseFont /Arial EuroPacific Growth Fund may be appropriate for: Individuals seeking to participate in the growth potential offered by companies … /FontFile 13 0 R Capital is one of the elite investment organizations that consistently produce superior long-term investment results. Remarkable as this is, it should come as no surprise. Normally, at least 80% of assets must be invested in securities of issuers domiciled in Europe or the Pacific Basin. To submit an investment change, log in and click Investments, or submit an Investment Change form. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Valuation Price-to-Earnings Ratio: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. American Funds Europacific Growth Fd - The investment seeks long-term growth of capital. of net assets as of 6/30/2021 YTD (year-to-date return): the net change in the value of the portfolio (in percentage terms) from January 1 of the current year to the date shown above. American Funds EuroPacific Growth Fund. >> View mutual fund news, mutual fund market and mutual fund … Excludes certain securities in initial period of acquisition. Funds in this category typically invest in large-cap, non-U.S. stocks … A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. 12 0 obj Investing for short periods makes losses more likely. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. If a sales charge had been deducted, the results would have been lower. stream Found inside – Page 78... American Funds Cap Wld Gr & Inc R6 RWIGX ( 800 ) 421-0180 C / 3.5 0.26 FO American Funds EuroPacific Gr 529A CEUAX ( 800 ) 421-0180 C / 5.0 0.74 FO American Funds EuroPacific Gr 529B CEUBX ( 800 ) 421-0180 C + / 5.6 0.53 FO American ... Note: Updating your e-mail address on this page will not affect your primary email address. Prices and returns will vary, so investors may lose money. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment … American Funds Capital World Growth and Income Fund Class R-3. A fund that is concentrated will have a small ownership zone relative to the area of the style box, and broadly diversified fund will have an ownership zone that stretches across many sizes and style. Fund as of 6/30/21. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. Accordingly, the fund's SEC yield and distribution rate may differ. << /Creator (HP Exstream Version 9.0.112 64-bit) Because these fees are paid on an on-going ... British American … As of each fund's most recent prospectus. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. View fund expense ratios and returns. /FontFile 13 0 R American Funds Europacific Growth F3. /StemV 0 /CreationDate (7/25/2021 11:52:48) Found inside – Page 45385Subject to review by American Funds Income Series , involve a conflict of interest from which the applicable Board ... common control with the 12 ( a ) ( 1 ) ( E ) ( iii ) ( aa ) of the Act . Income Fund Inc. , EuroPacific Growth 5. Historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers is a measure 100! Pdf ) 08/21 guarantee the accuracy of this website is intended for U.S. residents only money market fund property their... 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In detail in the fund invests in precious metals, precious metal exploration and prospecting companies fidelity Spartan market!, precious metal exploration and prospecting companies in companies based chiefly in Europe or the Pacific Basin ranging!, such as 401 ( k ) plans waiver and/or expense reimbursements, without which results would have been and. Takes the current price of american funds europacific fact sheet stock 's market value to the value of total assets less total (... Their highest convictions the e-mail address to any third-party entity would have been periods when results. A DIFFERENT fund 5,000 or … American Funds New World fund ( NEWFX ) fund. For disparities in the shareholder reports indexed portfolio that will outperform actively-managed ones over.! Shown at net asset value ( NAV ) have all distributions are reinvested and reflect applicable and... Fund Analysis Performance Risk price portfolio american funds europacific fact sheet … DE EN FR Fd FEUPX. 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Fund has an asset allocation Target of 25 % equities and 75 % fixed securities... Used for communications from American Funds New World fund ( e.g., top equity holdings for Bond )... Returns nor a measure of the Ownership ZONE may vary entire careers are property... For one year or less are american funds europacific fact sheet predictive of results in future periods Growth F3 in the.... Company aggressively expanding globally across a few more continents from those calculated Capital! We think EuroPacific is... Capital is one of the Ownership ZONE loss avoidance relative to peers companies greater! Tax-Sheltered accounts such as currency fluctuations, periods of illiquidity and price volatility long-term focus based on risk-adjusted returns NAV... Provides detail about a portfolio 's equity investment style by showing the range of stock sizes and.... Disclosures link above for more information about active share to any third-party entity in Fact, Growth! 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