Over rolling monthly 10-year periods through 2021, the fund has frequently outpaced its benchmark index and peer average.§2
Percentage of rolling periods in which:
Fund outpaced index:
Fund outpaced peers:
452 out of 466
424 out of 466
Morningstar Analyst RatingTM of Gold†3
"Thrilling 37" fund**
* Rolling monthly 10-year periods from the first month-end after the fund’s inception date of April 16, 1984, through December 31, 2021. The fund's benchmark index is the EuroPacific Growth Fund Historical Benchmarks Index. EuroPacific Growth Fund Historical Benchmarks Index returns reflect the results of the MSCI EAFE Index from 4/16/1984 through 3/31/2007 and the MSCI All Country World ex USA Index, the fund’s current primary benchmark, thereafter. MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. Fund peers are represented by EUPAC Historical Morningstar Peer Group Average. The Morningstar category from EUPAC inception until September 2014 was Foreign Large Blend, and Foreign Large Growth thereafter.
† As of August 10 (EUPAC) and August 26 (NPF), 2021, based on Class R-6 shares.
‡ Source: "Mutual funds most used by DC plans, by asset class,” Pensions & Investments, December 13, 2021, based on assets as of June 30, 2021, International/global equity category.
§ Rolling monthly 10-year periods from the first month-end after the fund’s inception date of March 13, 1973, through December 31, 2021. The fund’s benchmark index is the MSCI All Country World Index (ACWI), a free float-adjusted market capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed and emerging market country indexes. The MSCI ACWI Index began after the fund’s inception. From March 13, 1973, through December 31, 1987, the MSCI World Index was used. MSCI World Index is a benchmark for “world” or “global” stock funds and is intended to represent a broad cross-section of global markets. Results reflect dividends net of withholding taxes. Fund peers are represented by Morningstar World Large Stock. Morningstar World Large Stock category portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in the U.S., Europe and Japan, with the remainder divided among the globe’s smaller markets. These portfolios typically have 20%–60% of assets in U.S. stocks. The Morningstar category average includes all share classes for the funds in the category. While American Funds Class R-6 shares do not include fees for advisor compensation and third-party service provider payments, the share classes represented in the Morningstar category have varying fee structures and can include these and other fees and charges resulting in higher expenses and lower results than American Funds Class R-6 shares.
** Source: Morningstar, "The Thrilling 37" by Russel Kinnel, October 2021. Morningstar's screening took into consideration expense ratios, manager ownership, returns over manager’s tenure, and Morningstar Risk, Analyst and Parent ratings. The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. Visit morningstar.com for more details.
Unless otherwise indicated, data is as of December 31, 2021, and fund data is for Class R-6 shares.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Investing for short periods makes losses more likely. Prices and returns will vary, so investors may lose money. View mutual fund expense ratios and returns.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
Capital Group offers a range of share classes designed to meet the needs of retirement plan sponsors and participants. The different share classes incorporate varying levels of financial professional compensation and service provider payments. Because Class R-6 shares do not include any recordkeeping payments, expenses are lower and results are higher. Other share classes that include recordkeeping costs have higher expenses and lower results than Class R-6.
There may have been periods when the results lagged the index(es). The indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index.
MSCI has not approved, reviewed or produced this report, makes no express or implied warranties or representations and is not liable whatsoever for any data in the report. You may not redistribute the MSCI data or use it as a basis for other indices or investment products.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
When applicable, results reflect fee waivers and/or expense reimbursements, without which they would have been lower and net expenses higher. Please see capitalgroup.com for more information. Read details about how waivers and/or reimbursements affect the results for each fund. View results and yields without fee waiver and/or expense reimbursement.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
©2022 Morningstar, Inc. All Rights Reserved. Except for Lipper rating information, the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar, its content providers nor Capital Group are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Information is calculated by Morningstar. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group.