Morningstar® Investment Profile™   Morningstar®
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American Funds Europacific Growth R6  RERGX
Release date as of 2019-10-31. 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 2019-10-31
Out of 397
Foreign Large Growth Funds
Morningstar®
Style Box™
What is this?
As of 2019-09-30
Total Fund Assets ($ Mil)
163,739.93
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 2009-05-01 to 2019-10-31)
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 19.70 15.20 9.37 5.66 6.65 8.93
MSCI ACWI Ex USA NR USD 15.45 11.27 8.07 3.82 4.94 ---
MSCI ACWI Ex USA Growth NR USD 20.43 16.66 9.91 5.69 6.24 ---
Category 20.53 14.78 9.61 5.56 6.84 7.69
Morningstar Rating --- --- ---
# of compared Foreign Large Growth funds covered (3 yrs : out of 397 funds) (5 yrs : out of 339 funds) (10 yrs : out of 247 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 0.49%
Prospectus Net Expense Ratio 0.49%
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 1.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 89.8
Bullet Bonds Bonds 0.1
Bullet Cash Cash 8.6
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2019-09-30
Morningstar Equity Sectors
% of Stocks
Cyclical 40.03
Basic Materials 8.12
Consumer Cyclical 12.80
Financial Services 17.79
Real Estate 1.32
Sensitive 39.73
Communication Services 1.54
Energy 6.20
Industrials 11.80
Technology 20.19
Defensive 20.24
Consumer Defensive 6.11
Healthcare 10.86
Utilities 3.27
Data through 2019-09-30
Morningstar World Regions
% Fund
Americas 12.1
North America 5.3
Latin America 6.7
Greater Europe 39.4
United Kingdom 9.0
Europe Developed 28.7
Europe Emerging 0.8
Africa/Middle East 1.0
Greater Asia 48.5
Japan 15.4
Australasia 1.2
Asia Developed 11.4
Asia Emerging 21.0
Data through 2019-09-30
Holding Status
Total Number of Stock Holdings 305
Total Number of Bond Holdings 10
% of Net Assets in Top 10 Holdings 27.64
Turnover % (as of 2019-03-31) 35.00
30 Day SEC Yield % 1.25
Top Holdings
Sector Country % of Net
Assets
Capital Group Central Cash Fund --- United States 8.12
Airbus SE France 2.61
AIA Group Ltd Hong Kong 2.56
Nintendo Co Ltd Japan 2.41
Reliance Industries Ltd India 2.38
HDFC Bank Ltd India 2.32
Alibaba Group Holding Ltd ADR China 2.12
ASML Holding NV Netherlands 1.95
Samsung Electronics Co Ltd South Korea 1.61
Daiichi Sankyo Co Ltd Japan 1.56
Data through 2019-09-30
  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. 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, U.K., 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 24 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. 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.
Jesper Lyckeus   (2004-06-01)
Jesper Lyckeus is an equity portfolio manager at Capital Group. He has 22 years of investment experience and has been with Capital Group for 21 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and global telecom equipment, European capital goods, electronics and semiconductor companies, along with Scandinavian companies. Prior to joining Capital, Jesper was a senior consultant for Bossard Consultants in Sweden. He holds an MBA from INSEAD, France, and a bachelor’s degree in economics and business administration from the Stockholm School of Economics, Sweden. Jesper is based in London.
Christopher M. Thomsen   (2008-06-01)
Christopher Thomsen is an equity portfolio manager at Capital Group. He has 21 years of investment 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. As an equity investment analyst at Capital, he covers small- and mid-cap companies across Europe as a generalist, as well as the gaming and service industries. Prior to joining Capital, Lawrence was a portfolio manager and analyst at Mercury Asset Management/Merrill Lynch Investment Managers. He holds a master’s degree in economics (international relations) from the London School of Economics and a bachelor’s degree in economics and politics from the University of Bristol. Lawrence is based in London.
Lara Pellini   (2014-10-01)
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 an equity portfolio manager at Capital Group. 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. He holds an MBA in finance from Columbia Business School and a bachelor’s degree in history from Brown University graduating magna cum laude.
Investment Advisor(s)
Capital Research and Management Company
Issuer
American Funds
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.