American Funds EuroPacific Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

The fund focuses on investing in common stocks and similar equity securities with the goal of long-term capital appreciation. According to Value Line, “Stocks are chosen based on bottom-up fundamental analysis rather than top-down allocation. The focus is on identifying companies with strong prospects that are selling at attractive prices. When conditions warrant, management may use currency hedging to temper the portfolio’s overall risk.”

Asset Allocation

% Long % Net
Cash 7.87 7.87
Stocks 1.68 1.68
Bonds 0.35 0.35
Other 0.38 0.38
Foreign Bonds 0.0 0.0
Foreign Stocks 89.67 89.67
Convertible 0.0 0.0
Preferred 0.04 0.04

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Novo Nordisk A/S NONOF 26.34 5.21
Bayer AG BAYZF 3.07 2.53
SOFTBANK Corp SFTBF -13.99 2.37
Novartis AG NVSEF 16.18 2.13
Samsung Electronics Co Ltd SSNLF 1.82 1.92
Barclays PLC BCLYF -17.69 1.79
Prudential PLC PUKPF 3.39 1.74
Associated Brit Foods --- --- 1.55
Tencent Holdings Ltd. TCTZF 20.93 1.28
British American Tobacco PLC BTAFF 14.65 1.22