ATIMX vs AEPGX

Both AEPGX and ATIMX are mutual funds. AEPGX has a higher 5-year return than ATIMX (12.63% vs 5.92%). Below is the comparison between AEPGX and ATIMX.

AEPGX ATIMX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Growth International Equity: Foreign Large Growth
Family American Funds AQR Funds
Net Assets $28.20B N/A
Expense Ratio 0.83% N/A
Management Style active active
Dividend Yield 0.22% N/A
Minimum Investment $1,000.00 $5,000,000.00
YTD Return 6.59% 0.37%
1-Year Return 0.88% 4.02%
3-Year Return 16.75% 5.70%
5-Year Return 12.63% 5.92%
10-Year Return 9.78% N/A

AEPGX description

The Fund seeks to provide long-term growth of capital by investing in companies based outside the United States. The Fund Invests in companies based chiefly in Europe and the Pacific Basin, ranging from small firms to large corporations.

AEPGX performance & returns

YTD Return 6.59%
1-Month Return -1.24%
3-Month Return 0.88%
1-Year Return 0.88%
3-Year Return 16.75%
5-Year Return 12.63%
10-Year Return 9.78%
AEPGX expense ratio is 0.83%.

AEPGX holdings

Top 10 Holdings (22.00% of Total Assets)

Name Symbol % Assets
Reliance Industries Ltd RELIANCE.B 3.61%
Alibaba Group Holding Ltd Ordinary Shares 09988 2.75%
ASML Holding NV ASML 2.34%
AIA Group Ltd 01299.HK 2.24%
Daiichi Sankyo Co Ltd 4568 2.21%
MercadoLibre Inc MELI.SA 2.11%
Shopify Inc A SHOP.TO 1.71%
Keyence Corp 6861 1.71%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.68%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 1.64%

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ATIMX description

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ATIMX performance & returns

YTD Return 0.37%
1-Month Return -3.52%
3-Month Return 4.02%
1-Year Return 4.02%
3-Year Return 5.70%
5-Year Return 5.92%
10-Year Return N/A
ATIMX expense ratio is N/A.

ATIMX holdings

Top 10 Holdings (20.56% of Total Assets)

Name Symbol % Assets
Ubs Money Ser N/A 3.64%
MSCI EAFE Index Future Dec 20 MFSZ0 3.64%
Roche Holding AG Dividend Right Cert. ROG 3.01%
ASML Holding NV ASML.TO 1.86%
Shopify Inc A SHOP 1.77%
Novo Nordisk A/S B NOVO B.L 1.69%
AstraZeneca PLC AZN.AX 1.46%
CSL Ltd CSL 1.29%
Keyence Corp 6861.DE 1.12%
Siemens AG SIE 1.08%

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