American Funds EuroPacific Gr AAEPGX

Morningstar Rating

Fund Research and Analysis

by Kevin McDevitt, CFA

The benefits of American Funds EuroPacific Growth's multimanager approach have never been more apparent than in the last two years.

This fund is like that rare conglomerate that facilitates, rather than squashes, effective risk taking. It allows its Read more

Kudos

Consistently strong performance.

Solid tax efficiency.

Buy-and-hold discipline with low turnover. Read more

Risks

Above-average emerging-markets exposure.

Some sector concentration. Read more

Strategy

The fund divides assets among several portfolio counselors (managers) whose investment philosophies vary from growth-focused to value-oriented. In the aggregate, the fund's portfolio is well diversified Read more

Management

Like all American Funds, this offering boasts many experienced managers, most of whom have been with the company for more than a decade. Each manager runs his or her portion of assets independently of the others. A portion of the portfolio (less than Read more

Inside Scoop

Multiple portfolio counselors run separate sleeves, which leads to a diffuse portfolio of 250-odd stocks here. It's one of the biggest funds out there, but the broad developed- Read more

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