American Funds EuroPacific Gr A AEPGX
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Fund choices and Asset Allocation of 401k
… so here I am. Current Allocation VIPSX 10%, ANCFX 15%, VIFSX 15%, AMCPX 10%, AGTHX 15%, VSISX 10%, TFEQX 15%, AEPGX 10% Additional funds I could choose from FAEGX, AWSH, STPGX, STGSX, DRMCX, ABDNX, UTIXX I appreciate any and all feedback …
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Moving to 3 fund portfolio
… ER] 4% PIMCO Total Return [PTRRX 1.15% ER] Her Roth [Smith Barney] 3% Cash 2% American Funds Europacific Growth [ AEPGX .82% ER] 5% American Funds Fundamental Investors [ANCFX .63% ER] 3% American Funds Growth Fund of America [AGTHX …
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Digging Into Manager Overlap at American Funds
… highlighted American's two largest offerings, American Funds Growth Fund of America AGTHX and American Funds EuroPacific Growth AEPGX , in the diagrams. Source: Morningstar data. To a large extent, the results conform to expectations: More shared managers …
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asset allocation long term strategy help.
… American century small cap value fund; NMSAX—Colombia small cap index; MRSCX—BMO small cap growth; foreign funds--- AEPGX —American funds euro pacific growth A; world stocks— CWGIX--American funds capital world growth and income; sector—real …
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8 New Fund of Funds Coming...
… existing American Funds . The American Growth Fund, for example, has the ability to invest in the American Growth Fund of America Fund (AGTHX) and the American Funds EuroPacific Growth Fund ( AEPGX ), among other growth funds at the firm.
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401k help
… about 10% and my 401k 90% of my retirement. Not counting social security and a very small pension. American Euro Pacific ( AEPGX ) 15% Dodge and Cox Balance (DODBX) 15% Loomis Sayles Bond (LSBRX) 3% Pimco Bond (PTTDX) 7% Mathews Dividend (MAPIX …
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401k help
… that fund or transfer to something else ? Can anyone advise how I can improve on my lineup of funds ? American Euro Pacific ( AEPGX ) 15% Dodge and Cox Balance (DODBX) 15% Loomis Sayles Bond (LSBRX) 3% Pimco Bond (PTTDX) 7% Mathews Dividend (MAPIX …
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Thanksgiving's Over, but These Investments Say 'Gobble Gobble'
… in recent years, isn't happy with his American Funds, including Capital World Growth & Income CWGIX, EuroPacific Growth AEPGX , and International Growth & Income IGAAX. "[They] have had a lot more downside than upside. I've been thoroughly disappointed …
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How is my portfolio??
… is what I have currently, any input/suggestions would be appreciated. Roth IRA CAIBX - 30% CWBFX - 10% CWGIX - 30% NEWFX - 30% 457b AEPGX - 10% ANEFX - 16% CVGRX - 16% MSAVX -16% PTTRX - 8% GBEMX - 10% SAGWX - 16% TPINX - 8%
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AEPGX American Funds EuroPacific Gr A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Above-average emerging-markets exposure adds potential volatility.Some sector concentration.Huge asset base limits flexibility and ability to invest meaningfully in mid-caps.Consistently strong risk-adjusted performance.Solid tax efficiency.Buy-and-hold discipline with low turnover.Long-tenured