American Funds New Perspective A (ANWPX)
47.85
+1.62 (+3.50%)
USD |
Oct 04 2022
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.72% | 100.48B | 0.48% | 22.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -4.802B | -26.39% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital. The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | ANWPX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Large-Stock Growth |
| Category Index | MSCI ACWI Growth NR USD |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| MSCI ACWI NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Robert Lovelace | 21.76 yrs |
| Jonathan Knowles | 17.76 yrs |
| Brady Enright | 16.76 yrs |
| Joanna Jonsson | 16.76 yrs |
| Steven Watson | 16.76 yrs |
| Noriko Chen | 10.34 yrs |
| Andraz Razen | 7.17 yrs |
| Barbara Burtin | 3.75 yrs |
| Patrice Collette | 3.75 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
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Category Low
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Category High
1 Year
% Rank:
98
-4.802B
-4.802B
Category Low
970.79M
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category Low
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
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Category High
As of September 30, 2022
Performance Versus Category
As of October 03, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of October 03, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Capital Group Central Cash Fund
|
6.91% | -- | -- |
| Tesla Inc | 5.17% | 249.44 | 2.90% |
| Microsoft Corp | 4.19% | 248.88 | 3.38% |
|
Taiwan Semiconductor Manufacturing Co Ltd
|
2.57% | -- | -- |
| Meta Platforms Inc Class A | 1.80% | 140.28 | 1.20% |
|
AIA Group Ltd
|
1.46% | -- | -- |
| Alphabet Inc Class C | 1.42% | 102.41 | 3.13% |
| Amazon.com Inc | 1.42% | 121.09 | 4.50% |
| Alphabet Inc Class A | 1.42% | 101.64 | 3.04% |
| Eli Lilly and Co | 1.42% | 329.89 | 2.59% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital. The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | ANWPX |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Large-Stock Growth |
| Category Index | MSCI ACWI Growth NR USD |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| MSCI ACWI NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Robert Lovelace | 21.76 yrs |
| Jonathan Knowles | 17.76 yrs |
| Brady Enright | 16.76 yrs |
| Joanna Jonsson | 16.76 yrs |
| Steven Watson | 16.76 yrs |
| Noriko Chen | 10.34 yrs |
| Andraz Razen | 7.17 yrs |
| Barbara Burtin | 3.75 yrs |
| Patrice Collette | 3.75 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (10-3-22) | 0.48% |
| 30-Day SEC Yield (8-31-22) | Upgrade |
| 7-Day SEC Yield (8-31-17) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 18.13 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of June 30, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 3/13/1973 |
| Last Annual Report Date | 9/30/2021 |
| Last Prospectus Date | 12/1/2021 |
| Share Classes | |
| ANWFX | Other |
| CNPAX | A |
| CNPCX | C |
| CNPEX | Other |
| CNPFX | Other |
| FFPNX | Other |
| FNFPX | Other |
| FNPFX | Inst |
| NPFCX | C |
| NPFFX | Other |
| RNPAX | Retirement |
| RNPBX | Retirement |
| RNPCX | Retirement |
| RNPEX | Retirement |
| RNPFX | Retirement |
| RNPGX | Retirement |
| RNPHX | Retirement |
| RPEBX | Retirement |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |