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U.S. Large-Cap Equity | International
International Large-Cap Equity
Viewing: 10-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: EuroPacific Growth Fund. The International Growth and Income Fund is included in the calculation beginning at the fund's inception, 10/1/2008. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index.
American Funds That Qualify as Select Equity Funds
Viewing: 10-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Data for International Growth and Income Fund is not provided because it has not been in existence for the 20-year period (fund inception: 10/1/2008).
International Large-Cap Equity
Viewing: 5-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: EuroPacific Growth Fund. The International Growth and Income Fund is included in the calculation beginning at the fund's inception, 10/1/2008. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index.
American Funds That Qualify as Select Equity Funds
Viewing: 5-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Data for International Growth and Income Fund is not provided because it has not been in existence for the 20-year period (fund inception: 10/1/2008).
International Large-Cap Equity
Viewing: 3-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: EuroPacific Growth Fund. The International Growth and Income Fund is included in the calculation beginning at the fund's inception, 10/1/2008. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index. Past results are not predictive of future results.
American Funds That Qualify as Select Equity Funds
Viewing: 3-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Data for International Growth and Income Fund is not provided because it has not been in existence for the 20-year period (fund inception: 10/1/2008).
International Large-Cap Equity
Viewing: 1-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. American Funds included in the calculation: EuroPacific Growth Fund. The International Growth and Income Fund is included in the calculation beginning at the fund's inception, 10/1/2008. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. Investors cannot invest directly in an index.
American Funds That Qualify as Select Equity Funds
Viewing: 1-year monthly rolling periods | 20 years ended 06/30/2019
Source: Capital Group, based on Morningstar data. Based on monthly rolling periods from June 1999 to June 2019. For more information on how this was calculated, please see About Our Process in the Methodology section. International index is MSCI ACWI ex USA. The index is unmanaged and, therefore, has no expenses. There have been periods when the funds have lagged the index. Investors cannot invest directly in an index. Data for International Growth and Income Fund is not provided because it has not been in existence for the 20-year period (fund inception: 10/1/2008).
What Are Select Equity Funds?
Our analysis has uncovered two simple screens that identify a group of Select Equity funds that have generated higher returns, on average, when compared to market indexes over time. Those screens are low expense ratios and higher manager ownership.
