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American Funds Europacific Growth R2 RERBX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 53.41  /  0.17 %
  • Total Assets 136.4 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.07%
  • Turnover 34%

Morningstar’s Analysis RERBX

Will RERBX 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 RERBX

  • Current Portfolio Date
  • Equity Holdings 329
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.95
6,728,087,835
Healthcare

Capital Group Central Cash Fund

3.69
5,006,517,831
Cash and Equivalents
2.59
3,513,145,225
Consumer Cyclical
2.45
3,333,519,769
Technology
2.33
3,167,951,734
Technology
2.31
3,140,143,271
Industrials
1.89
2,572,098,440
Energy
1.86
2,532,421,807
Energy
1.82
2,465,555,975
Basic Materials
1.63
2,209,272,753
Industrials