Firm veteran Noriko Chen will depart American Funds Europacific Growth’s management team on Nov. 1, 2024, bringing the total number of named managers to 11. She will remain at the firm. Chen had only been on the strategy for four and a half years and ran roughly 3% of assets. Her departure doesn’t alter the strategy’s Morningstar Medalist Ratings across its 19 share classes, depending on fees.
American Funds Europacific Growth A AEPGX
- NAV / 1-Day Return 59.60 / +0.32 %
- Total Assets 138.5 Bil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.51%
- Turnover 30%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis AEPGX
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Novo Nordisk A/S Class B | 5.29 | 7.2 Bil | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd | 4.52 | 6.1 Bil | Technology |
Capital Group Central Cash Fund | 3.37 | 4.6 Bil | Cash and Equivalents |
SAP SE | 2.15 | 2.9 Bil | Technology |
ASML Holding NV | 2.13 | 2.9 Bil | Technology |
Reliance Industries Ltd | 2.08 | 2.8 Bil | Energy |
Airbus SE | 2.03 | 2.8 Bil | Industrials |
Safran SA | 1.95 | 2.7 Bil | Industrials |
Daiichi Sankyo Co Ltd | 1.79 | 2.4 Bil | Healthcare |
Glencore PLC | 1.62 | 2.2 Bil | Basic Materials |
United States