American Funds New Perspective Fund F2 (ANWFX)
74.50
+0.12
(+0.16%)
USD |
Dec 04 2025
ANWFX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.40% |
| Stock | 96.52% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.08% |
Market Capitalization
As of September 30, 2025
| Large | 87.08% |
| Mid | 10.39% |
| Small | 2.53% |
Region Exposure
| Americas | 56.32% |
|---|---|
|
North America
|
55.09% |
| Canada | 3.19% |
| United States | 51.90% |
|
Latin America
|
1.23% |
| Brazil | 0.13% |
| Mexico | 0.43% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 28.67% |
|---|---|
| United Kingdom | 6.25% |
|
Europe Developed
|
22.17% |
| Belgium | 0.12% |
| Denmark | 1.64% |
| France | 6.91% |
| Germany | 2.57% |
| Ireland | 0.87% |
| Italy | 1.49% |
| Netherlands | 3.40% |
| Spain | 1.08% |
| Sweden | 0.27% |
| Switzerland | 3.59% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.25% |
| South Africa | 0.25% |
| Greater Asia | 11.53% |
|---|---|
| Japan | 3.32% |
|
Australasia
|
0.51% |
| Australia | 0.51% |
|
Asia Developed
|
6.43% |
| Hong Kong | 0.89% |
| Singapore | 1.14% |
| South Korea | 0.80% |
| Taiwan | 3.54% |
|
Asia Emerging
|
1.27% |
| China | 0.75% |
| India | 0.52% |
| Unidentified Region | 3.48% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.45% |
| Materials |
|
3.09% |
| Consumer Discretionary |
|
13.57% |
| Financials |
|
12.64% |
| Real Estate |
|
0.15% |
| Sensitive |
|
50.21% |
| Communication Services |
|
11.56% |
| Energy |
|
1.38% |
| Industrials |
|
14.48% |
| Information Technology |
|
22.80% |
| Defensive |
|
16.93% |
| Consumer Staples |
|
5.07% |
| Health Care |
|
11.39% |
| Utilities |
|
0.48% |
| Not Classified |
|
3.40% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
3.40% |
As of September 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |