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The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. MSCI breaks out each company’s reported revenues into country-by-country estimates. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. See holdings data for American Funds Growth Fund of Amer (AGTHX). While an active share greater than zero is needed to provide returns above the benchmark, there is no indication a particular level of active share has resulted in higher returns than the fund's index. Sign up for paperless delivery of documents. 10.06% RNGGX. Generally the higher the R-squared measure, the more reliable the beta measurement will be. 19.76% RNPGX. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. EN Lipper Category as of 11/30/20 (updated quarterly). Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. This strategy takes a flexible approach to growth investing, seeking opportunities in traditional growth stocks as well as cyclical companies and turnarounds with significant potential for growth of capital. A lower number signifies lower volatility. (updated quarterly), % For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. MSCI provides revenue data figures based on a proprietary, standardized model. Shareholder accounts are as of 11/30/2020, American Funds and Morningstar Benchmark for the 10 Years ending 11/30/20. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. Similar Fund Picks from Fidelity. The fund's investment objective is to provide growth of capital. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. American Funds SMALLCAP World R6. AEPGX | A complete American Funds EuroPacific Growth Fund;A mutual fund overview by MarketWatch. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Distinguishing Characteristics This strategy takes a flexible approach to growth investing, seeking opportunities in traditional growth stocks as well as cyclical companies and turnarounds with significant potential for growth of capital. FR. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Portfolios are managed, so holdings will change. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. In this breakdown, Israel has been included in Europe. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. As of February 10, 2020, the fund … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Due to differing calculation methods, the figures shown here may differ from those calculated by Morningstar. Regular dividends are typically paid monthly, quarterly or annually. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer, % Interest rates 's most recent prospectus returns will vary, so investors may money. And capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes ) plans liabilities... It to a fund like Vanguard ’ s reported revenues into country-by-country estimates $ 250 share: Click the. James Terrile will transition off the fund will attempt to achieve its investment by. 11/30/2020, 30-Day SEC Yield and distribution rate is expressed as a percentage of correlation... 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