Europacific Growth Fund Fundamentals

FEUPX Fund  USD 58.94  0.17  0.29%   
Europacific Growth Fund fundamentals help investors to digest information that contributes to Europacific Growth's financial success or failures. It also enables traders to predict the movement of EUROPACIFIC Mutual Fund. The fundamental analysis module provides a way to measure Europacific Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Europacific Growth mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

EUROPACIFIC Year To Date Return Analysis

Europacific Growth's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Europacific Growth Year To Date Return

    
  7.38 %  
Most of Europacific Growth's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Europacific Growth Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Europacific Growth Year To Date Return Component Assessment

According to the company's disclosures, Europacific Growth Fund has a Year To Date Return of 7.3777%. This is much higher than that of the American Funds family and significantly higher than that of the Foreign Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.

Europacific Growth Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Europacific Growth's current stock value. Our valuation model uses many indicators to compare Europacific Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Europacific Growth competition to find correlations between indicators driving Europacific Growth's intrinsic value. More Info.
Europacific Growth Fund is rated # 4 fund in cash position weight among similar funds. It is one of the top funds in five year return among similar funds reporting about  0.64  of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Europacific Growth Fund is roughly  1.56 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Europacific Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Europacific Growth's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Europacific Growth's earnings, one of the primary drivers of an investment's value.

EUROPACIFIC Annual Yield Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Europacific Growth's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Europacific Growth could also be used in its relative valuation, which is a method of valuing Europacific Growth by comparing valuation metrics of similar companies.
Europacific Growth is currently under evaluation in annual yield among similar funds.

Fund Asset Allocation for Europacific Growth

The fund consists of 88.37% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Europacific Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

EUROPACIFIC Fundamentals

About Europacific Growth Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Europacific Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Europacific Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Europacific Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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. It normally will invest at least 80 percent of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Europacific Growth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Europacific Growth's short interest history, or implied volatility extrapolated from Europacific Growth options trading.

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Check out Europacific Growth Piotroski F Score and Europacific Growth Altman Z Score analysis.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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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.