Carl Kawaja - Europacific Growth Fund Manager
CEUCX Fund | USD 55.78 0.10 0.18% |
Andrew B. Suzman is an equity portfolio manager at Capital Group. He has 23 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Andrew covered global realestate companies, U.S. merchandising, and Australian industrials and banks. He holds an MBA from Harvard Business School and a bachelors degree in political economy from Tulane University. Andrew is based in New York.
Phone | 800-421-4225 |
Europacific Growth Management Performance (%)
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Europacific Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Europacific Growth a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price To Earning | 17.69 X | ||||
Price To Book | 1.73 X | ||||
Price To Sales | 1.27 X | ||||
Total Asset | 150.19 B | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 7.03 % | ||||
One Year Return | 16.60 % | ||||
Three Year Return | (1.44) % | ||||
Five Year Return | 5.84 % | ||||
Ten Year Return | 5.56 % |
Pair Trading with Europacific Growth
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Europacific Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Europacific Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Europacific Mutual Fund
0.92 | AMECX | Income Fund | PairCorr |
0.96 | REJTX | American Funds 2015 | PairCorr |
0.99 | RNEBX | New World Fund | PairCorr |
0.97 | AMFCX | American Mutual Fund | PairCorr |
0.97 | AMFFX | American Mutual Fund | PairCorr |
The ability to find closely correlated positions to Europacific Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Europacific Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Europacific Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Europacific Growth Fund to buy it.
The correlation of Europacific Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Europacific Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Europacific Growth Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Europacific Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Europacific Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Europacific Growth Fund information on this page should be used as a complementary analysis to other Europacific Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Complementary Tools for Europacific Mutual Fund analysis
When running Europacific Growth's price analysis, check to measure Europacific Growth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Europacific Growth is operating at the current time. Most of Europacific Growth's value examination focuses on studying past and present price action to predict the probability of Europacific Growth's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Europacific Growth's price. Additionally, you may evaluate how the addition of Europacific Growth to your portfolios can decrease your overall portfolio volatility.
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