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American Funds - Europacific Growth Fund Class R-5 Shares: (MF: RERFX)

(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET

$60.05 USD

+0.22 (0.37%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.80 35
3 months 3.39 65
6 months 7.83 65
1 Year 17.04 48
3 Year -1.72 61
5 Year 7.63 44
10 Year 5.79 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.11
Bull Market (2/09 - 3/21) 299.91

Load Adjusted Returns as of Aug 31, 2024

1 Year 10.78
5 Year 6.00
10 Year 5.19
Since Inception 8.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.45 -0.24 NA NA
2023 9.84 2.15 -6.35 10.36
2022 -12.26 -14.65 -9.36 13.80
2021 -0.44 6.95 -2.34 -1.12
2020 -22.46 22.77 9.65 19.94
2019 13.19 3.86 -1.59 10.07

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.8015.96-22.762.7925.1927.35-14.9531.071.00-0.53-2.35
% Total Return Rel to Index -0.62-2.89-6.27-14.5719.758.921.189.272.882.744.98
% Total Return Rel to Peer 1.551.14-3.04-3.6310.465.011.072.15-1.744.022.30
% Perf Quintile vs Peer* 0.003.004.004.001.002.002.003.003.002.002.00
% Dividends 0.241.070.701.140.260.740.770.640.710.940.79
% Yield 0.381.871.351.550.351.251.551.041.491.941.60
Capital Gains ($) 1.141.050.265.400.000.972.232.120.000.590.00
Expense Ratio 0.520.510.510.510.520.540.530.540.540.530.54

* 1 = Top 20%, 5 = Bottom 20%