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American Funds Europacific Growth C AEPCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.87  /  +1.48 %
  • Total Assets 138.2 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.87%
  • Turnover 34%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis AEPCX

Will AEPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A Manager Retirement and Addition on American Funds EuroPacific Growth Does Not Change Our View

null Stephen Welch

Stephen Welch

Analyst Note

American Funds’ parent Capital Group announced that veteran manager Jonathan Knowles will step off American Funds EuroPacific Growth on Jan. 2, 2024, and retire from the firm on April 1, 2024. Knowles has spent 17 of his 31 years at Capital Group managing this strategy. In November, Samir Parekh will officially join the management team, bringing the total number of named managers to 13. While Knowles’ retirement is a loss, it is one that Capital Group is equipped to handle. These changes do not alter the strategy’s High People rating or its Morningstar Medalist Ratings.

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Portfolio Holdings AEPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

4.95 6.7 Bil
Healthcare

Capital Group Central Cash Fund

3.69 5.0 Bil
Cash and Equivalents

Lvmh Moet Hennessy Louis Vuitton SE

2.59 3.5 Bil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

2.45 3.3 Bil
Technology

ASML Holding NV

2.33 3.2 Bil
Technology

Airbus SE

2.31 3.1 Bil
Industrials

Canadian Natural Resources Ltd

1.89 2.6 Bil
Energy

Reliance Industries Ltd

1.86 2.5 Bil
Energy

Fortescue Ltd

1.82 2.5 Bil
Basic Materials

Safran SA

1.63 2.2 Bil
Industrials