Over rolling monthly 10-year periods through 2021, the fund has frequently outpaced its benchmark index and peer average.§
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†,2
"Thrilling 31" 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 July 29, 2022 (EUPAC), and August 17, 2022 (NPF), 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 31" by Russel Kinnel, October 2022. 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.
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