Skip to Content
Morningstar

American Funds Europacific Growth R4 REREX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 49.42  /  1.22 %
  • Total Assets 126.6 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.49%
  • Turnover 34%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis REREX

Will REREX 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 REREX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the REREX 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 REREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Stephen Welch
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings REREX

More REREX Holdings
  • Current Portfolio Date
  • Equity Holdings 352
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.13
5,731,681,103
Cash and Equivalents

Novo Nordisk A/S Class B

3.88
5,376,035,850
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

3.24
4,497,517,600
Consumer Cyclical

ASML Holding NV

2.81
3,892,677,150
Technology

Reliance Industries Ltd

2.48
3,437,095,866
Energy

Taiwan Semiconductor Manufacturing Co Ltd

2.37
3,281,339,256
Technology

Airbus SE

2.35
3,264,993,324
Industrials

AIA Group Ltd

1.92
2,666,055,186
Financial Services

Daiichi Sankyo Co Ltd

1.91
2,648,680,326
Healthcare

Canadian Natural Resources Ltd

1.86
2,577,126,235
Energy