Morningstar® Investment Profile™   Morningstar®
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American Funds Europacific Growth R6  RERGX
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2024-03-31
Out of 383
Foreign Large Growth Funds
Morningstar®
Style Box™
What is this?
As of 2024-03-31
Total Fund Assets ($ Mil)
141,165.47
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term growth of capital.
The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.
  Morningstar Category: Foreign Large Growth
Foreign large-growth portfolios focus on high-priced growth stocks, mainly outside of the United States. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain, France, and Germany. These portfolios primarily invest in stocks that have market caps in the top 70% of each economically integrated market (such as Europe or Asia ex-Japan). Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). These portfolios typically will have less than 20% of assets invested in U.S. stocks. 
  Performance
Growth of $10,000
(from 2014-01-01 to 2024-03-31)
Investment: American Funds Europacific Growth R6
Benchmark 1: MSCI ACWI Ex USA NR USD
Benchmark 2: MSCI ACWI Ex USA Growth NR USD
Category: Foreign Large Growth
This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
Total Annualized Returns %
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Investment 7.44 13.49 -0.16 6.91 5.58 8.21
MSCI ACWI Ex USA NR USD 4.69 13.26 1.94 5.97 4.25 ---
MSCI ACWI Ex USA Growth NR USD 5.91 11.22 -0.76 6.24 5.12 ---
Category 6.58 13.00 0.02 7.20 5.71 7.48
Morningstar Rating --- --- ---
# of compared Foreign Large Growth funds covered (3 yrs : out of 383 funds) (5 yrs : out of 327 funds) (10 yrs : out of 223 funds)
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.
Fees and Expenses
Total Annual Operating Expense 0.47%
Prospectus Net Expense Ratio 0.47%
Maximum Sales Charge ---
The total annual operating expense shown is before management fee waivers or expense caps. For more information on waivers/reimbursements, please see the prospectus. The total annual operating expense is also referred to as the prospectus gross expense ratio.
Waiver Data
Type Date %
--- --- --- ---
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 3.9
Bullet Non-U.S. Stocks Non-U.S. Stocks 90.9
Bullet Bonds Bonds 0.0
Bullet Cash Cash 4.8
Bullet Other Other 0.4
Asset Allocation Rescaled Graph
Data through 2024-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 33.44
Basic Materials 8.25
Consumer Cyclical 12.17
Financial Services 12.29
Real Estate 0.73
Sensitive 46.92
Communication Services 4.58
Energy 6.22
Industrials 15.74
Technology 20.38
Defensive 19.65
Consumer Defensive 6.94
Healthcare 11.74
Utilities 0.97
Data through 2024-03-31
Morningstar World Regions
% Fund
Americas 13.6
North America 9.5
Latin America 4.1
Greater Europe 49.7
United Kingdom 7.9
Europe Developed 41.3
Europe Emerging 0.1
Africa/Middle East 0.4
Greater Asia 36.8
Japan 14.6
Australasia 1.9
Asia Developed 8.2
Asia Emerging 12.1
Data through 2024-03-31
Holding Status
Total Number of Stock Holdings 330
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 23.68
Turnover % (as of 2023-03-31) 34.00
30 Day SEC Yield % 1.52
Top Holdings
Sector Country % of Net
Assets
Novo Nordisk A/S Class B Denmark 4.60
Taiwan Semiconductor Manufacturing Co Ltd Taiwan 2.83
Airbus SE Netherlands 2.41
Fujitsu Ltd Japan 2.39
Safran SA France 2.29
ASML Holding NV Netherlands 2.09
Reliance Industries Ltd India 2.02
Canadian Natural Resources Ltd Canada 1.70
Daiichi Sankyo Co Ltd Japan 1.70
Flutter Entertainment PLC United Kingdom 1.65
Data through 2024-03-31
  Principal Risks   
Emerging Markets, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility
Show Risk Definitions
  Other Information
Inception Date: 2009-05-01
Portfolio Manager(s)
Jonathan Knowles   (2006-06-01)
Jonathan Knowles is an equity portfolio manager at Capital Group. He has 31 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jonathan covered pharmaceuticals, chemicals, support services and small-cap companies. He holds an MBA from INSEAD, France, and a PhD in immunovirology and bachelor's degree in veterinary science from the University of Liverpool, UK, where he was a Wellcome Foundation Research Scholar. Jonathan is based in Singapore.
Sung Lee   (2002-06-01)
Sung Lee is an equity portfolio manager at Capital Group. He has 28 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered consumer & industrial electronics, telecom equipment, IT consulting & services, and Asian electronic components companies. He holds an MBA from Columbia Business School and a bachelor's degree in marketing from Pennsylvania State University. He also studied abroad at Kansai Gaikokugo University in Osaka, Japan. Sung is based in Singapore.
Nicholas J. Grace   (2002-06-01)
Nicholas J. Grace is an equity portfolio manager at Capital Group. He has 34 years of investment industry experience and has been with Capital Group for 30 years. Earlier in his career, as an equity investment analyst at Capital, he covered global mining companies. Prior to joining Capital, he was manager of metals research for J.P. Morgan Investment Management in Australia. Nick holds an MBA from the University of Wisconsin-Madison, and a bachelor's degree in finance and economics from the University of Waikato, New Zealand, graduating with honors. He also holds the Chartered Financial Analyst® designation. Nick is based in London.
Noriko Honda Chen   (2020-01-06)
Noriko Honda Chen is an equity portfolio manager at Capital Group. She also serves on the Capital Group Management Committee. She has 31 years of investment industry experience and has been with Capital Group for 24 years. Earlier in her career, as an equity investment analyst at Capital, Noriko covered Asian infrastructure, building materials and construction companies, as well as oil, gas and refining companies. She was also a research director for one of the global groups. Before joining Capital, she worked in the research department of Worldsec International Limited in Hong Kong (a subsidiary of Mitsubishi Bank) and was a manager in corporate finance. Noriko holds a bachelor’s degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo. Noriko is based in San Francisco.
Harold H. La   (2018-06-01)
Harold H. La is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as an equity investment analyst at Capital, Harold covered Indian IT services, Asian semiconductors, Korean small-cap companies, Asian banks and diversified financials. Prior to joining Capital, Harold was an auditor at KPMG. He holds an MBA from Kellogg School of Management at Northwestern University and a bachelor's degree from the University of Western Ontario. He also holds the Chartered Financial Analyst® designation. Harold is based in Hong Kong.
Christopher M. Thomsen   (2008-06-01)
Christopher Thomsen is an equity portfolio manager at Capital Group. He has 26 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered European and Asian media companies, Hong Kong-based utilities, property companies, conglomerates and small-cap companies along with generalist coverage of other companies domiciled in Hong Kong and the Philippines. Prior to joining Capital, Chris worked as a corporate finance analyst for Citibank NA. He holds an MBA from Columbia Business School and a bachelor's degree in international economics from the School of Foreign Service at Georgetown University. Chris is based in London.
Lawrence Kymisis   (2014-06-01)
Lawrence Kymisis is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital as an equity investment analyst, he covered small- and mid-cap companies across Europe as a generalist, as well as business services and the gaming and service industries. Prior to joining Capital, Lawrence was a portfolio manager and analyst at Mercury Asset Management/Merrill Lynch Investment Managers.
Tomonori Tani   (2018-12-31)
Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund.
Lara Pellini   (2014-10-01)
Lara Pellini is an equity portfolio manager at Capital Group. She has 20 years of investment experience, all with Capital Group. Earlier in her career at Capital she was an equity investment analyst, covering European, Eurasian and Latin American retail and luxury goods. Lara began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, she was a research fellow for the International Labor Organisation in Geneva, and a research assistant to the economics chair of the IULM University in Milan. She holds a master’s degree in economics of labor and industrial relations from the London School of Economics and a laurea in public relations and economics of information from the IULM University, Milan. Lara is based in London.
Gerald Du Manoir   (2020-01-06)
Gerald Du Manoir is an equity portfolio manager at Capital Group. He has 31 years of investment experience and has been with Capital Group for 30 years. Earlier in his career at Capital, as an equity investment analyst, Gerald covered European construction building materials and European consumer goods companies. Gerald began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, he spent six months with Donaldson, Lufkin & Jenrette/Autranet in New York. He holds a degree in international finance from the Institut Supérieur de Gestion in Paris graduating with honors. Gerald is based in London.
Andrew B. Suzman   (2007-06-01)
Andrew B. Suzman is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 25 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Andrew covered global real-estate companies, U.S. merchandising, and Australian industrials and banks. He holds an MBA from Harvard Business School and a bachelor’s degree in political economy from Tulane University. Andrew is based in New York.
Carl M. Kawaja   (2001-06-01)
Carl M. Kawaja is chair of Capital Research and Management Company, part of Capital Group. He is also an equity portfolio manager. Carl has 37 years of investment industry experience and has been with Capital Group for 32 years. Earlier in his career, as an equity investment analyst at Capital, he covered global household products and U.S. personal care companies, along with Canadian companies. Before joining Capital, Carl was a security analyst for Gabelli & Company in New York, as well as an equity analyst for Lévesque Beaubien in Montreal.
Investment Advisor(s)
Capital Research and Management Company
Issuer
American Funds
Show Data Definitions

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