Europacific Growth Fund Quote

AEPCX Fund  USD 55.91  0.39  0.69%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Europacific Growth is trading at 55.91 as of the 18th of March 2024; that is -0.69% down since the beginning of the trading day. The fund's open price was 56.3. Europacific Growth has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Europacific Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of February 2024 and ending today, the 18th of March 2024. Click here to learn more.
The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. More on Europacific Growth Fund

Moving together with Europacific Mutual Fund

  0.89AMECX Income FundPairCorr
  0.99RNEBX New World FundPairCorr
  0.97AMFCX American Mutual FundPairCorr
  0.97AMFFX American Mutual FundPairCorr
  0.9RNCCX American Funds IncomePairCorr
  0.89AMEFX Income FundPairCorr

Europacific Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Europacific Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Europacific Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAmerican Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, American Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of June 2023
Fiscal Year EndMarch
Europacific Growth Fund [AEPCX] is traded in USA and was established 18th of March 2024. Europacific Growth is listed under American Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of American Funds family. This fund presently has accumulated 138.74 B in assets under management (AUM) with no minimum investment requirementsEuropacific Growth Fund is currently producing year-to-date (YTD) return of 6.24% with the current yeild of 0.01%, while the total return for the last 3 years was -0.95%.
Check Europacific Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Europacific Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Europacific Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Europacific Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Europacific Growth Fund Mutual Fund Constituents

BABAAlibaba Group HoldingStockConsumer Discretionary
NTDOFNintendo CoPink SheetElectronic Gaming & Multimedia
AIRAAR CorpStockIndustrials
ASMLASML Holding NVStockInformation Technology
EADSFAirbus Group SEPink SheetAerospace & Defense
SNEJFSony CorpPink SheetConsumer Electronics
TCTZFTencent HoldingsPink SheetInternet Content & Information
More Details

Europacific Growth Target Price Odds Analysis

Based on a normal probability distribution, the odds of Europacific Growth jumping above the current price in 90 days from now is nearly 4.09%. The Europacific Growth Fund probability density function shows the probability of Europacific Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0278. This suggests Europacific Growth Fund market returns are sensitive to returns on the market. As the market goes up or down, Europacific Growth is expected to follow. Additionally, the company has an alpha of 0.0137, implying that it can generate a 0.0137 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 55.91HorizonTargetOdds Above 55.91
95.83%90 days
 55.91 
4.09%
Based on a normal probability distribution, the odds of Europacific Growth to move above the current price in 90 days from now is nearly 4.09 (This Europacific Growth Fund probability density function shows the probability of Europacific Mutual Fund to fall within a particular range of prices over 90 days) .

Europacific Growth Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Europacific Growth market risk premium is the additional return an investor will receive from holding Europacific Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Europacific Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Europacific Growth's alpha and beta are two of the key measurements used to evaluate Europacific Growth's performance over the market, the standard measures of volatility play an important role as well.

Europacific Growth Against Markets

Picking the right benchmark for Europacific Growth mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Europacific Growth mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Europacific Growth is critical whether you are bullish or bearish towards Europacific Growth Fund at a given time. Please also check how Europacific Growth's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Europacific Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Europacific Mutual Fund?

Before investing in Europacific Growth, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Europacific Growth. To buy Europacific Growth fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Europacific Growth. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Europacific Growth fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Europacific Growth Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Europacific Growth Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Europacific Growth Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Europacific Growth Fund?

The danger of trading Europacific Growth Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Europacific Growth is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Europacific Growth. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Europacific Growth Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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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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Please note, there is a significant difference between Europacific Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Europacific Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Europacific Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.