AEPFX Mutual Fund

AEPFX Mutual Fund (EUPAC Fund Class F2) is managed by American Funds with $49.2M in net assets. AEPFX expense ratio is 0.59%, holding 387 positions across sectors including Materials, Financials, Energy. Inception date: 2008-08-01.

AEPFX performance shows a YTD return of 10.10%. The 1-year return is 24.08% and the 5-year return is 5.50%. AEPFX dividend yield stands at 16.09%, paid semi-annually.

AEPFX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (7.1%), Capital Group Central Cash Fund (4.3%), Sk Hynix (2.2%), Cenovus Energy, Inc. (2.0%), Asml Holding N.V. (1.7%). Go to all AEPFX holdings, AEPFX sectors, or AEPFX dividends.

AEPFX can be compared against other funds. Use AEPFX overlap to find shared positions, or AEPFX vs another fund for a side-by-side view. AEPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.