American Funds Europacific Growth A (AEPGX) a Zacks Rank #2 (Buy) normally invests at least 80% of assets in securities of issuers domiciled in Europe or the Pacific Basin. AEPGX invests primarily in common and preferred stocks, convertibles, American Depositary Receipts, European Depositary Receipts, bonds and cash. The objective of AEPGX is to seek long-term growth of capital by investing in companies based outside the United States. AEPGX was incepted in April 1984 and is managed by Capital Research and Management Company.
American Funds Europacific Growth A, managed by American Funds, carries an expense ratio of 0.83%. Moreover, AEPGX requires a minimal initial investment of $250.
AEPGX’s performance, as of the last filing, when compared to funds in its category was in the top 46% in 1 year, top 16% over the past 3 years, and in the 21% over the past 5 years.
This fund, as of the last filing, allocates their fund in four major groups; Foreign Stock, High Yield Bond and Emerging Market. Further, as of the last filing, Novo Nordisk (CO:NOVOb), Novartis and Tencent Holdings were the top holdings for AEPGX.
AEPGX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3 and 5 year benchmarks; 1 year 0.1%, 3 year 1.04% and 5 year 6.25%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
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Zacks Investment Research