American Funds EuroPacific Growth Fund� Class R-5

 (MUTF:RERFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.35%  
1 week   +0.04%
   
4 week   +1.49%
   
3 month   +5.70%
   
YTD   +28.69%
   
1 year   +24.33%
   
3 years*   +10.08%
   
5 years*   +9.77%
   
*annualized
Best 3 month return+33.56%  
Worst 3 month return-33.20%  

Morningstar statistics

Morningstar category: Foreign Large Growth
  Return Risk Rating
3 years Above Average Below Average
5 years Above Average Below Average
10 years Above Average Below Average
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets154.35B 
Front load-  
Deferred load-  
Expense ratio0.54%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash2.54%  
Stocks91.73%  
Bonds1.13%  
Preferred0.17%  
Other4.42%  

Purchase information

Initial$250  
Additional$50  
AIP Initial$50  
AIP Additional$50  
56.67-0.03(-0.05%)
Oct 19, 8:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Jonathan Knowles (Started: Jun 1, 2006)
Sung Lee (Started: Jun 1, 2002)
Nicholas Grace (Started: Jun 1, 2002)
Jesper Lyckeus (Started: Jun 1, 2004)
Christopher Thomsen (Started: Jun 1, 2008)
Lawrence Kymisis (Started: Jun 1, 2014)
Mark Denning (Started: Dec 31, 1991)
Andrew Suzman (Started: Jun 1, 2007)
Carl Kawaja (Started: Jun 1, 2001)
Advisor Company:
American Funds
Fund family reports on Morningstar »
American Funds, 333 South Hope Street, Los Angeles, California 90071-1406, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.97 3.25 3.15 2.26
Beta* 1.11 0.86 0.87 0.90
Mean annual return 1.59 0.66 0.80 0.43
R-squared* 85.64 89.72 90.32 96.14
Standard deviation 7.93 11.07 10.54 17.54
Sharpe ratio 2.33 0.68 0.89 0.27
* Against standard index

Top 10 holdings

Security Net Assets  
Samsung Electronics Co Ltd (SSNLF) 3.01%  
Alibaba Group Holding Ltd ADR (BABA) 2.76%  
British American Tobacco PLC (BTAFF) 2.34%  
AIA Group Ltd (AAIGF) 2.28%  
Taiwan Semiconductor Manufacturing Co Ltd (2330) 2.12%  
HDFC Bank Ltd (HDFCBANK) 1.93%  
Tencent Holdings Ltd (TCTZF) 1.93%  
SoftBank Group Corp (SFTBF) 1.89%  
Airbus SE (EADSF) 1.88%  
Nintendo Co Ltd (NTDOF) 1.77%