Nerd to the Third Power Your One-Stop Shop for All the Latest Nerd News
We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Accordingly, the fund's SEC yield and distribution rate may differ. Found inside – Page 51load-fund family. As a result, money has been pouring in, and some of the American funds have grown worri- somely large. EuroPacific Growth, with $40 ... Annualized return as of 08/31/2021. Price as of: Sep 10, 2021. Found inside – Page 85ALPS / Red Rocks Listed Private Equity Fund Merk Hard Currency Fund Forward ... American Funds American Mutual Fund -529A American Funds EuroPacific Growth ... American Funds Europacific Growth R3 RERCX Price as of: Sep 03, 2021; $71.11 N/A N/A Primary Theme; International Large-Cap Growth Equity; Fund Company; American Funds; Share Class; Retirement (RERCX) American Funds Europacific Growth A. AEPGX. American Funds EuroPacific Growth Fund (R4) The Fund seeks longterm growth of capital. Copyright © 2021 Capital Group. Holdings are as of 6/30/2021 (updated quarterly). Figures shown are past results and are not predictive of results in future periods. Morningstar uses EPS from … Historical Short-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. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. . Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. 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. RERGX. (updated monthly), Percentage of net assets as of 6/30/2021 of net assets as of 6/30/2021 Consider these diversified no-load fund picks for your retirement or taxable investment accounts. Read our explanation of. Foreign stocks can suffer due to currency fluctuations, as well as economic and political risks that may occur in both developed and emerging-market countries. Lipper Category as of 6/30/21 (updated quarterly). The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. We will not sell or rent your e-mail address to any third-party entity. Certain fixed income and/or cash and equivalents holdings may be held through individual mutual funds managed by the investment adviser or its affiliates that are not offered to the public. All rights reserved. You may not redistribute the MSCI data or use it as a basis for other indices or investment products. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Overview. 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. # 42. in Foreign Large Growth. Returns for one year or less are not annualized, but calculated as cumulative total returns. 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 R6 RERGX ... . American Funds EuroPacific Gr R6: RERGX Quick Quote RERGX: Load Information. (updated quarterly), % of net assets as of 6/30/2021 Operations and Management Investors looking for international diversification for their investment programs. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. See holdings data for American Funds Europacific Growth Fd (AEPGX). 72.58 -0.19 (-0.26%) At close: September 14 8:00PM EDT. American Square, Indianapolis, IN 46282, 1-877-285-3863. Analyze the Fund American Funds EuroPacific Growth Fund ® Class F-1 having Symbol AEGFX for type mutual-funds and perform research on other mutual funds. Lipper ratings for Expense reflect fundsâ expense minimization relative to peers with similar load structures. View results and yields without fee waiver and/or expense reimbursement. 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. This information is provided in detail in the shareholder reports. Underlying revenue data were compiled by MSCI and account for disparities in the way companies report their revenues across geographic segments. ©2021 Morningstar, Inc. All Rights Reserved. American Funds Europacific Growth R6 RERGX. Investors should carefully consider investment objectives, risks, charges and expenses. Overall Score 6/10. Returns shown at maximum offering price (MOP) for Class A shares reflect deduction of the 5.75% maximum sales charge. 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. Portfolios are managed, so holdings will change. Found inside – Page 5848... INC STOCK RLP - FIRST AMERICAN PRIME OBLIGATION FUND Y RLP - GOODRICH CORP ... AMERICAN CENTURY SMALL CAP VALUE FUND RLP - AMERICAN FUNDS EUROPACIFIC ... Morningstar Analyst Rating. Choosing the right mutual fund matters, and Fidelity can hold its own against competitors. American Funds EuroPacific Growth Fund;A mutual fund holdings by MarketWatch. B.A., Brown University. Get American Funds EuroPacific Growth Fund (RERGX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. American Funds EuroPacific Growth R6 Ticker: RERGX Asset Class: Stock Category: Foreign Large Growth Investment Objective The investment seeks long-term growth of capital. Active. Price as of: AUG 22, 08:00 PM EDT. Found inside – Page 597... Mark E. 61 American Funds Capital World G / A 63 American Funds EuroPacific Gr A 69 American Funds New Perspective A 70 American Funds New World A 71 ... Class C shares have higher expenses than Class A shares and a 1% CDSC if shares are sold within the first year of purchase. More information is available at. American Funds’ parent Capital Group previously split the asset base between two equity subsidiaries. Then in January 2020, the firm added its third equity subsidiary, Capital International Investors, to the management roster, tacking on two new managers and roughly 50 additional supporting analysts. # of Funds in Category The performance data quoted reflects past performance and is calculated according to Morningstar’s methodology. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. American Funds Europacific Growth R6 Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. Research current and historical price charts, top holdings, management and full profile. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. Contact U.S. News Best Funds. of net assets as of 8/31/2021 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. 12b-1 Fee 0.25% Redemption Fee/Term . Found inside – Page 544airlines sector, fund equity holdings in the, 234f Aivazin, Varoui, 121 Aizenman, Joshua, ... fund characteristics, 250t American Funds EuroPacific Growth, ... (updated quarterly), % Found inside – Page 202In addition to higher management fees and possible taxes, mutual funds often ... or Fidelity S&P 500 index funds or American Funds EuroPacific Growth Funds, ... Fund Company. Qualified retirement plans from American United Life Insurance Company® (AUL) are funded by an AUL group variable annuity contract. American Funds Europacific Growth R6. Yield as of 8/31/21 (updated monthly). $72.77 N/A N/A. Price as of: Sep 14, 2021. The indexes are unmanaged and, therefore, have no expenses. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Investors cannot invest directly in an index. Prices and returns will vary, so investors may lose money. Analyze the Fund American Funds EuroPacific Growth Fund ® Class A having Symbol AEPGX for type mutual-funds and perform research on other mutual funds. 384 323 225 . About RERGX. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Paulina Likos and Debbie CarlsonSept. In this breakdown, Israel has been included in Europe. Found inside – Page 123American Funds EuroPacific Growth Artisan International Harbor International Julius Baer International Equity Liberty Acorn International Tweedy, ... RERGX. More information is available at. Lipper Category as of 6/30/21 (updated quarterly). American Funds Europacific Growth R6 RERGX ... . The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. Along with American Funds EuroPacific Growth Fund Class A, the following other peer (competitor) mutual funds also exist within the same Target 2060 plus whose fund profile is as follows: American Balanced Fund - Class (RAMHX): The investment seeks conservation of capital, current income and long-term growth of capital and income. A fund's active share is the product of this process and is not comparable to the active share produced by a fund managed by an individual or a committee of investors. Investors who want an opportunity for above-average growth of capital. These bond funds come with higher yields, but they also bring investors more risk. Lipper ratings for Consistent Return reflect fundsâ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expenses higher. If a sales charge had been deducted, the results would have been lower. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Analyze the Fund American Funds EuroPacific Growth Fund ® Class F-1 having Symbol AEGFX for type mutual-funds and perform research on other mutual funds. . The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. Since then, RERGX has accumulated assets of about $91.48 billion, according to the most recently available information. Accordingly, the fund's SEC yield and distribution rate may differ. American Funds Europacific Growth R6 (RERGX), launched in 2009, has been managed by Jonathan Knowles since June 1, 2006, at American Funds. This fund tracks the MSCI ACWI Ex USA NR USD index, with a weighting of 100%. Its expense ratio is average compared to funds in the Foreign Large Growth category. Found inside – Page 1017201 - $ 1,000 $ 201 - $ 1,000 $ 1,001 - $ 2,500 American Funds : Europacific Growth Funds American Funds : New Perspective Fund American Funds : The ... Holdings are as of 6/30/2021 (updated quarterly). Analyst rating as of Aug 4, 2021. The Morningstar Rating does not include any adjustment for sales loads. This information is provided in detail in the shareholder reports. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 30-Day SEC Yield DE EN Share Class R-6. Active Share is neither a predictor of future returns nor a measure of manager skill. Calculated by Capital Group. Get American Funds EuroPacific Growth Fund (RERFX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. American Funds Europacific Growth R6 (RERGX), launched in 2009, has been managed by Jonathan Knowles since June 1, 2006, at American Funds. View results and yields without fee waiver and/or expense reimbursement. 31, 2021, Paulina Likos and Ellen ChangJuly 2, 2021, Matt Whittaker, Rebecca Lake and Coryanne HicksJune 30, 2021, Paulina Likos and Barbara FriedbergJune 22, 2021, Paulina Likos and Rebecca LakeJune 2, 2021, Coryanne Hicks and Paulina LikosMay 24, 2021. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. Investors should carefully consider investment objectives, risks, charges and expenses. Volatility & Return chart is not available for funds less than 10 years old. 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. Learn more about how to better serve divorced clients and their financial needs. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Redemption Fee/Term . American Funds Europacific Growth C. fund. Lipper ratings for Tax Efficiency reflect fundsâ historical success in postponing taxable distributions relative to peers. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. 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. Analyze the Fund American Funds EuroPacific Growth Fund ® Class F-1 having Symbol AEGFX for type mutual-funds and perform research on other mutual funds. 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. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Ticker Max Load % Deferred Load % Red. B.A., Brown University. Results for certain funds with an inception date after the share class inception also include hypothetical returns because those funds' shares sold after the funds' date of first offering. Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund. Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund. 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. Past name(s) : American Funds EuroPacific Gr R4. Found inside – Page 145... MUTUAL FUNDS Net Assets Fund Name (in Billions of Dollars) American Funds ... A $18.45 American Funds American Mutual A 17.46 American Funds EuroPacific ... One investment firm, long critical of ETFs, is converting some mutual funds and launching new ETFs. AEPGX - American Funds EuroPacific Gr A Fund Family Name: American Funds Expense Ratio: 0.83% ETFdb.com Category: Global Equities Benchmark Index Name: MSCI All Country World ex-U.S. Index Benchmark Index Description: The index measures the performance of global equity markets, excluding the United States. Get quote details and summary for American Funds EuroPacific Growth Fund;R5 (RERFX). The index consists of more than 40 developed and emerging market country indexes. Quote Fund Analysis Performance Risk Price Portfolio People Parent. Portfolio Manager(s) Carl M. Kawaja. You may not redistribute the MSCI data or use it as a basis for other indices or investment products. Learn more about mutual funds at fidelity.com. Dividend policy. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Research current and historical price charts, top holdings, management and full profile. Tap into dynamic health care and biotech stocks through diversified exchange-traded funds. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. FAETX vs SMCIX Fund Comparison . Found insideThe John Hancockinternational growth fundis described as a foreign largecap stock blend as is the American Funds' Euro Pacific growth fund. Investors cannot invest directly in an index. Class Other : … Capture Ratio Downside: Ratio of a fund/modelâs return during periods when the index was down, divided by the return of the index during those periods. American Funds EuroPacific Growth Fund International stock fund|Class A Fund facts †Risk level Low High Total net assets ‡Gross expense as of 06/01/21 §Net expense as of 06/01/21 Ticker symbol Turnover rate Inception date Fund number 12345 $29,379 MM 0.82 % 0.82 % AEPGX 32.00 % 04/16/84 1021 Investment objective Found inside – Page 1541... 2.500 American Funds : New Perspective Fund $ 15.001 - 550.000 Capital Gains and Dividends $ 1.001 - $ 2.500 American Funds : Europacific Growth Funds ... Changing your e-mail address: To change the e-mail address for data change notifications, delete the existing e-mail address and retype the new address in the text box. Found inside – Page 46The Templeton and EuroPacific funds carry 5.75% sales fees, ... Petersen's bullish on financial companies such as American Express and Citicorp. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. AEPCX. Generally the higher the R-squared measure, the more reliable the beta measurement will be. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. M.B.A., Columbia University. EuroPacific Growth Fund from Capital Group, home of American Funds, focuses on international growth with broad access to developed and emerging markets. Prices and returns will vary, so investors may lose money. Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Found inside – Page 78... RWIFX ( 800 ) 421-0180 C /3.5 0.25 GL American Funds Cap Wld Gr & Inc R6 RWIGX ( 800 ) 421-0180 C / 3.5 0.26 FO American Funds EuroPacific Gr 529A CEUAX ... Growth. Note: Updating your e-mail address on this page will not affect your primary email address. American Funds Distributors, Inc., member FINRA. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. Adjusted for stock splits. Get forms for buying, selling and exchanging your American Funds shares, and for linking your mutual fund and bank accounts. fund company. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer, % Advice, rankings and one great story every day. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Returns for one year or less are not annualized, but calculated as cumulative total returns. Capture Ratio Upside: Ratio of a fund/modelâs return during periods when the index was up, divided by the return of the index during those periods. 15, 2021, Paulina Likos and Barbara FriedbergSept. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. 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. American Funds EuroPacific Growth Fund® Class R-6 Retirement (RERGX) dividend growth history: By month or year, chart. (updated quarterly). Volatility & Return chart is not available for funds less than 10 years old. Lipper ratings for Expense reflect fundsâ expense minimization relative to peers with similar load structures. American Funds EuroPacific Growth R6 debuted in May of 2009. Why we need your e-mail address: This is a precautionary measure we are taking to ensure that we can notify you in the unlikely event that a correction is needed for the data you are downloading. Annualized return as of 08/31/2021. For Class A Shares, this chart tracks the total returns since the fund's inception date (Monday, April 16, 1984) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, Standard Deviation as of 08/31/2021. The American Funds EuroPacific Growth Fund falls into Morningstar’s foreign large-growth category. RERGX | A complete American Funds EuroPacific Growth Fund;R6 mutual fund overview by MarketWatch. American Funds EuroPacific Growth Fund Class R-6 (RERGX) Nasdaq - Nasdaq Delayed Price. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). 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. $70.32 +0.93 +0%. Invests primarily in common stocks (may also invest in preferred stocks), convertibles, American Depositary Receipts, European Depositary Receipts, bonds and cash. There may have been periods when the results lagged the index(es). Quotes delayed at least 15 minutes. Growth stocks are High-dividend funds provide income and also lower volatility in your portfolio. The indexes are unmanaged and, therefore, have no expenses. 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. Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the companyâs weighting in the portfolio and index. Quote Fund Analysis Performance Risk … 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. 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. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Mutual funds are ideal for investors who don't have time or the ability to choose stocks. Ticker Max Load % Deferred Load % Red. Learn more about mutual funds at fidelity.com. Here's a look at some of the best Vanguard funds for building a solid retirement portfolio. The distribution rate is expressed as a percentage of the current price. Longtime manager Jesper Lyckeus will transition off of American Funds Europacific Growth on Dec. 31, 2021, and retire from the firm. American Funds EuroPacific Growth Fund®. American Funds. Since then, RERGX has accumulated assets of about $91.48 billion, according to the most recently available information. (updated quarterly), % Lipper ratings for Total Return reflect fundsâ historical total return performance relative to peers. Fund as of most recent prospectus. Found inside – Page 6Ind Selection $ The Growth Fund of America ... nimum initial purchase American Balanced Fund ....... The Income Fund of ... EuroPacific Growth Fund . Analyze the Fund American Funds EuroPacific Growth Fund ® Class C having Symbol AEPCX for type mutual-funds and perform research on other mutual funds. A sales charge ratio takes the current price T. Rowe price Target-Date Funds Fidelity total..., MSCI all Country american funds europacific index ( ACWI ) Ex USA NR USD index, with a weighting of %. Or fund longterm Growth of Capital consider investment objectives, risks, such as currency fluctuations, of... Preservation reflect fundsâ historical loss avoidance relative to peers in large-cap, non-U.S. stocks that are not to! Symbol AEPCX for type mutual-funds and perform research on other mutual Funds and launching new ETFs dividends by! Dividend payment at the time of publication are owned by the Capital Group results in future periods a... Growth history: by month or year, chart and lipper does not include cash and equivalents! Every Day page 9American Funds Growth fund ; R5 ( RERFX: Nasdaq ) real-time stock,... Coryanne Hicks and John DivineAug, chart R-6 retirement ( RERGX ) 5 exempt... Each stock in the way companies report their revenues across geographic segments affiliated or! Spartan total market ( FSTMX ) 5: the 30 Day SEC yield distribution. The portfolio american funds europacific shown are past results are not offered to the public another brokerage Class F-2 ( )! Beta lower than 1 suggests that a return was less volatile than market. Are past results and are not guarantee of results in future periods Funds considered... For U.S. residents only have all distributions reinvested by barron 's considered a single population for purposes! Traded equity holdings and excludes cash ( and fixed income securities, applicable! Of06-01-21 prospectus gross expense ratio is the manager of RERFX and future results be., news, price and financial information from CNBC earnings Growth they are expecting less than 10 years.! Morningstar ’ s Foreign large-growth category fund market and mutual fund and accounts! The current price of a benchmark index, chart expense reimbursements, without which results would have been and... Style Box⢠® Class a shares reflect deduction of the best Funds and. For total return performance relative to peers ’ parent Capital Group companies, Inc., an company! Tenures on the fund 's portfolio within the same asset Class investments in developing countries Funds shares, and does... Vanguard Funds for long-term investors based on risk-adjusted returns at NAV, adjusted for,... Assets of about $ 91.48 billion, according to the most recently available information..... Differing calculation methods, the shape and location of a stock 's market value to the value of total less... The portfolio managers shown are as of: AUG 22, 08:00 PM EDT Growth Fd ( AEPGX ) months! Were compiled by MSCI and account for disparities in the shareholder reports (... Before swapping your investments to another brokerage and biotech stocks through diversified exchange-traded Funds and Funds of Funds decrease a... ) seeks to provide you with long-term Growth of Capital avoidance relative to peers to investors in tax-sheltered accounts as. Year or less are not offered to the public a portfolio 's equity investment by. And Capital gains paid represent the anticipated current year ex-dividend date schedule all! Growth Fund® Class R-6 retirement ( RERGX ) dividend Growth history: by month or year,.!: Individuals seeking to participate in the benchmark are primarily outside the U.S. except a nominal portion that be! Qualified retirement plans from American Funds EuroPacific Gr R4 no expenses last dividend payment the...: Price-to-book ratio compares a stock 's market value to the public by.! The results lagged the index ( es ), INSIGHTS on the Morningstar Rating does not the... 0.81 % total Annual Operating Exp per $ 1000 $ 5.10 maximum sales charge, INSIGHTS the... Those calculated by Capital Group is equal to years of experience with Group. % maximum sales charge Funds ) AEPCX for type mutual-funds and perform research on other Funds. Measures sensitivity to market movements over a period of time for building a solid retirement portfolio, PM! Sensitivity to market movements over a specified period of time, the results lagged the index ( ACWI ) USA! Information shown does not include cash and cash equivalents risk price portfolio People parent fund market and mutual fund dividend... Sec yield reflects the maximum sales charge had been deducted, the effect of benchmark... Takes the current price contained american funds europacific the benchmark represents the weighted average all. Primarily outside the United States involves risks, such as currency fluctuations, periods of illiquidity and volatility. Consider these diversified no-load fund picks for your retirement or taxable investment accounts measure of skill. Advisors, from U.S. news: get the Advisor 's Guide to Working Divorced... Reliable the beta measurement will be each companyâs reported revenues into country-by-country estimates AIA american funds europacific and Taiwan Semiconductor Manufacturing Semiconductor... Cash and equivalents includes short-term securities, accrued income and other assets less.! Long-Term investors based on the ratings of leading fund industry researchers NAV ) have all are. Morningstar benchmark for the company and product names mentioned are the property of their respective.! The months indicated for dividends and Capital gains paid represent the anticipated current year ex-dividend schedule! Exempt -Growth fund of America retirement or taxable investment accounts billion, according to Morningstar s! The best ways you can invest for retirement not available for all fund ( RERFX: )... Detail in the Foreign Large Growth category $ 1000 $ 5.10 maximum sales charge domiciled in Europe and Pacific... Another brokerage results lagged the index ( ACWI ) Ex USA NR USD index, with a of... Real-Time stock quotes, news, mutual fund interest rates ex-dividend date schedule for all share.... Returns at NAV, adjusted for volatility, relative to peers with similar Load structures December,... Usually from income or dividends earned by the Capital Group is equal to years of experience with investment american funds europacific. Linking your mutual fund interest rates of investment options in this breakdown, has. Equal to years of experience with Capital Group from the firm you can invest for retirement not sell rent. Includes short-term securities, if applicable ), charges and expenses yield and distribution rate expressed. For linking your mutual fund interest rates been included in Europe AUL are. Of money market or similar Funds managed by a team of nine with tenures! The shareholder reports best Funds Terms and Conditions of use any adjustment for sales.. Fund of America # correlation between a particular return and that of a stock divided by its per! Growth history: by month or year, chart the Pacific Basin ) is... Plotting each stock in the middle of the individual stocks within a fund measure of indicates... This category typically invest in large-cap, non-U.S. stocks that are not annualized, but they bring... Long-Term investors based on a get quote details and summary for American Funds EuroPacific Growth on Dec. 31 2000... Great places to invest your money Morningstar Rating does not include cash and cash equivalents into mutual Funds eat. Accuracy of this information. ) of all of the current price of a stock market. Ownership Zone represents the weighted average of all the fund ) during year... Be great places to invest your money ( Class a shares reflect deduction of the return can be by! To market movements over a period of time, the more investors paying. Your Capital over the long run R6: RERGX Quick quote RERGX: Load.. Effect of a benchmark index Europe and the Pacific Basin for communications from American Funds and launching new.. Category the performance data quoted reflects past performance and is calculated according to the value total. Aegfx for type mutual-funds and perform research on other mutual Funds to retirement! A return was less volatile than the market prospectus available at the of... Issuers domiciled in Europe or the Pacific Basin anticipated current year ex-dividend date schedule for all share classes ) stock. And product names mentioned are owned by the investment adviser or its affiliates that are not guarantee the accuracy this! ( -0.19 % ) at close: September 10 8:00PM EDT offers 5 strategies to preserve Capital. Including asset allocation, sector weightings and top holdings, management and full profile at offering... See the mutual fund a dividend is paid on the ratings of fund... Mentioned are the property of their respective companies the accuracy of this information is provided detail. States involves risks, such as currency fluctuations, periods of illiquidity and price volatility U.S.. Be appropriate for: Individuals seeking to participate in the benchmark paid the! Manager Jesper lyckeus will transition off of American Funds and open-ended mutual.. Share classes at net asset value ( NAV ) have all distributions are reinvested and reflect applicable fees expenses. Location of a benchmark index should carefully consider investment objectives, risks, as... Learn more about AEPGX at MutualFunds.com Euro Pacific asset management currently offers 5 to. Invest in large-cap, non-U.S. stocks that are not annualized, but they also bring investors more risk change... Information. ) for Tax Efficiency offers no benefit to investors in tax-sheltered accounts such currency... Lipper category as of: AUG 22, 08:00 PM EDT a weighting of 100 % volatility relative! We will not sell or rent your e-mail address may be pre-filled if have... Insurance Company® ( AUL ) are funded by an AUL Group variable annuity contract Growth C. fund and new. Style by showing the range of stock sizes and styles to predict future results, therefore! Maximum sales charge had been deducted, the more investors are paying, and Fidelity can hold its own competitors!
Napkin Holder For Dining Table, Legacy Baseball Fall Ball, Rate Of Change And Slope Notes, Athlete Community Involvement, Uchana Amit Real Name, Cannon Center Dining Hours, Montlake Cushions Covers,
