A structural change strengthens American Funds EuroPacific Growth’s already deep and talented investment team, earning its cheapest share classes a Morningstar Analyst Rating of Gold, while its pricier shares are rated Silver.
American Funds Europacific Growth 529C CEUCX
NAV / 1-Day Return
66.81
/
1.07
%
Total Assets
194.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.640%
Expense Ratio
1.640%
Fee Level
Low
Longest Manager Tenure
20.05
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
250
Status
Open
TTM Yield
0.00%
Turnover
32%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CEUCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CEUCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CEUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CEUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A growing, proven investment team steers this immense strategy.
