American Funds EuroPacific Growth Fund® Class A (AEPGX)
| 55.23 Net Asset Value | +0.69% 1 Day | +22.52% Year-to-Date | Overall Morningstar Rating |
| Foreign large growth Style or Category | 5.75 Sales Expenses | 0.83% Expense Ratio | Average Morningstar Risk Rating™ |
Investment Objective The investment seeks long-term growth of capital.
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. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.
Performance
| 1 month | +1.34% | 3 years | +10.84% | |
| 3 months | +5.85% | 5 years | +5.52% | |
| 1 year | +18.67% | Since inception | +10.49% |
Data through --
Peer Comparisonvs. Foreign large growth
| AEPGX | Category | |
|---|---|---|
| Performance 5-yr return | +5.52% | +4.94% |
| Expense ratio | 0.83% | 1.13% |
| Risk 5 year sharpe ratio | 0.40 | 0.43 |
| Net assets | $166.1B | $3.9B |
| Average market cap | $44.1B | $41.0B |
| Average P/E | 18.1 | 22.7 |
| Portfolio turnover | 35% | 35% |
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Fund Management and Purchase Info
| Fund family | American Funds |
| Fund manager & tenure | Carl Kawaja / 18 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
Holdings
| International stock | 89.75% |
| Cash | 8.59% |
| U.S. stock | 1.59% |
| Fixed income | 0.07% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Financial service | 20.33% |
| Consumer goods | 19.56% |
| Industrial materials | 15.89% |
| Healthcare | 11.46% |
| Telecommunication | 9.75% |
Top 10 HoldingsPortfolio weighting
| -- | 2.61% |
| -- | 2.56% |
| -- | 2.41% |
| -- | 2.38% |
| -- | 2.32% |
| BABA Alibaba Group Holding Ltd | 2.12% |
| -- | 1.95% |
| -- | 1.61% |
| -- | 1.56% |
| -- | 1.39% |
