American Funds EuroPacific Gr R2
(MUTF:RERBX) Watch this mutual fundFind more results for
MUTF:RERBX
Performance
Trailing returns
| 1 day |
| -1.47% | |||
| 1 week | +0.45% |
| |||
| 4 week |
| -1.83% | |||
| 3 month | +11.44% |
| |||
| YTD | +37.46% |
| |||
| 1 year | +60.86% |
| |||
| 3 years* | +0.07% |
| |||
| 5 years* | +7.93% |
| |||
| *annualized | |||||
| Best 3 month return | +33.20% | |
| Worst 3 month return | -33.42% |
Morningstar statistics
Morningstar category: Foreign Large Blend
| Return | Risk | Rating | |
| 3 years | High | Below Average |
|
| 5 years | Above Average | Below Average |
|
| 10 years | - | - | - |
| Overall | Above Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 94.94B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.68% | |
| Management fee | - | |
| Fund family | American Funds |
Asset allocation
| Cash | 9.24% | |
| Stocks | 88.91% | |
| Bonds | 1.80% | |
| Preferred | 0.05% | |
| Other | 0.00% |
Purchase information
| Initial | $0 | |
| AIP Initial | $250 | |
| AIP Additional | $50 |
37.36
-0.25 (-0.66%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The fund normally invests at least 80% of net assets in securities 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.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Jonathan Knowles (Started: Jul 30, 2008)
Sung Lee (Started: Jun 1, 2002)
Nicholas Grace (Started: Jun 1, 2002)
Jesper Lyckeus (Started: May 29, 2009)
Stephen E. Bepler (Started: Apr 16, 1984)
Mark Denning (Started: Jun 1, 1990)
Robert W. Lovelace (Started: Jun 1, 1994)
Carl Kawaja (Started: Jun 1, 2001)
Jonathan Knowles (Started: Jul 30, 2008)
Sung Lee (Started: Jun 1, 2002)
Nicholas Grace (Started: Jun 1, 2002)
Jesper Lyckeus (Started: May 29, 2009)
Stephen E. Bepler (Started: Apr 16, 1984)
Mark Denning (Started: Jun 1, 1990)
Robert W. Lovelace (Started: Jun 1, 1994)
Carl Kawaja (Started: Jun 1, 2001)
EUROPACIFIC GROWTH FUND, 333 South Hope Street, Los Angeles, CA 90071-1406, USA
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 5.85 | 3.04 | 2.56 | - | |
| Beta* | 0.90 | 0.92 | 0.94 | - | |
| Mean annual return | 2.60 | 0.12 | 0.78 | - | |
| R-squared* | 94.01 | 96.58 | 95.38 | - | |
| Standard deviation | 25.26 | 22.86 | 19.07 | - | |
| Sharpe ratio | 1.23 | -0.04 | 0.33 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Bayer AG (BAYN) | 2.58% | |
| America Movil S.A.B. de C.V. ADR L (AMX) | 2.43% | |
| Roche Holding AG (RHHVF) | 2.11% | |
| Inbev | 1.91% | |
| Novartis (NOVN) | 1.76% | |
| Banco Santander SA (SAN) | 1.73% | |
| Telefonica, S.A. (TEF) | 1.73% | |
| Novo Nordisk A/S (NOVOB) | 1.70% | |
| Gazprom OAO (EDR) (OGZPY) | 1.59% | |
| Teva Pharmaceutical Industries, Ltd. ADR (TEVA) | 1.54% |