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 529F1 CEUFX
NAV / 1-Day Return
67.80
/
1.45
%
Total Assets
193.3 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.
0.880%
Expense Ratio
0.880%
Fee Level
Below Average
Longest Manager Tenure
20.16
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
250
Status
Open
TTM Yield
0.46%
Turnover
32%
Premium
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 CEUFX 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 CEUFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CEUFX 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 CEUFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A growing, proven investment team steers this immense strategy.
