American Funds EuroPacific Growth Fund®

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American Funds Europacific Growth R6 (RERGX)
Type
Open-end mutual fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up over 2% of the portfolio. Assigned a grade of F.
F
$5.22 BILLION
Prison industrial complex
7
flagged holdings
3.71%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$5.22 BILLION, 3.71% of assets
Higher risk:
$3.05 BILLION, 2.17% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$1.42B
invested
1.01%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
5
holdings
$4.96B
invested
3.52%
of portfolio
All flagged holdings
7 holdings
7 holdings
  • 1.  
     Airbus SE
    Border industry
    $2.93B
    2.08%
  • 2.  
    Capgemini SE
    Prison industryBorder industry
    $1.16B
    0.83%
  • 3.  
    NEC Corp
    Border industry
    $504.63M
    0.36%
  • 4.  
    RELX PLC
    Border industry
    $250.28M
    0.18%
  • 5.  
    Chocoladefabriken Lindt & Spruengli AG
    Prison industry
    $139.45M
    0.1%
Higher risk
Private prison operator
See all
American Funds EuroPacific Growth Fund® $RERGX is 3.71% ($5.22 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on RERGX at Morningstar.com
Current fund
RERGX
American Funds EuroPacific Growth Fund®
Family
American Funds/Capital Group
Category
Foreign Large Growth
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.01% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.02% more invested
More invested in higher risk companies, border industry 
1.59% more invested
More invested in higher risk companies 
1.61% more invested
Less invested in all screened prison industry companies 
0.11% less invested
More invested in all screened border industry companies 
1.56% more invested
More invested in all screened companies 
1.41% more invested
Current fund
RERGX
American Funds EuroPacific Growth Fund®
Family
American Funds/Capital Group
Category
Foreign Large Growth
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.01% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.02% more invested
More invested in higher risk companies, border industry 
1.59% more invested
More invested in higher risk companies 
1.61% more invested
Less invested in all screened prison industry companies 
0.11% less invested
More invested in all screened border industry companies 
1.56% more invested
More invested in all screened companies 
1.41% more invested
Current fund
RERGX
American Funds EuroPacific Growth Fund®
Family
American Funds/Capital Group
Category
Foreign Large Growth
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.01% more in annualized returns
Less invested in private prison operators 
0.03% less invested
More invested in higher risk companies, prison industry 
0.02% more invested
More invested in higher risk companies, border industry 
1.59% more invested
More invested in higher risk companies 
1.61% more invested
Less invested in all screened prison industry companies 
0.11% less invested
More invested in all screened border industry companies 
1.56% more invested
More invested in all screened companies 
1.41% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
RERGX - American Funds EuroPacific Growth Fund®
5.04%
-1.97%
3.95%
5.66%
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
5.19%
0.66%
3.9%
4.65%
0.03% 
Fund compared to benchmark
 
-0.15%
-2.63%
0.04%
1.01%
0.03%  lower
Find more financial data on RERGX at Morningstar.com
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Action toolkit
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