American Funds New Perspective A (ANWPX)
64.62
+0.75 (+1.17%)
USD |
Apr 13
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.76% | 136.92B | 0.12% | 26.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -273.17M | 65.92% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital; future income is a secondary objective. 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 | -- |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | World Large Stock |
| Category Index | MSCI ACWI Large Cap 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 | 20.34 yrs |
| Jonathan Knowles | 16.34 yrs |
| Brady Enright | 15.34 yrs |
| Jody Jonsson | 15.34 yrs |
| Steven Watson | 15.34 yrs |
| Noriko Chen | 8.93 yrs |
| Andraz Razen | 5.75 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
89
-273.17M
-6.548B
Category Low
2.402B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of March 31, 2021
Performance Versus Category
As of April 13, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of April 13, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Tesla Inc | 7.09% | 735.30 | -3.54% |
| Amazon.com Inc | 3.01% | 3334.44 | -1.93% |
|
Taiwan Semiconductor Manufacturing Co Ltd
|
3.00% | -- | -- |
|
Capital Group Central Cash Fund
|
2.90% | -- | -- |
| Facebook Inc A | 2.90% | 302.98 | -2.19% |
| Microsoft Corp | 2.84% | 255.98 | -0.97% |
| Mastercard Inc A | 1.53% | 378.37 | 0.06% |
| JPMorgan Chase & Co | 1.48% | 151.30 | -1.81% |
|
ASML Holding NV
|
1.43% | -- | -- |
| Netflix Inc | 1.38% | 541.40 | -2.23% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital; future income is a secondary objective. 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 | -- |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | World Large Stock |
| Category Index | MSCI ACWI Large Cap 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 | 20.34 yrs |
| Jonathan Knowles | 16.34 yrs |
| Brady Enright | 15.34 yrs |
| Jody Jonsson | 15.34 yrs |
| Steven Watson | 15.34 yrs |
| Noriko Chen | 8.93 yrs |
| Andraz Razen | 5.75 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (4-13-21) | 0.12% |
| 30-Day SEC Yield (3-31-21) | Upgrade |
| 7-Day SEC Yield (8-31-17) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 33.97 |
| 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 December 31, 2020
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 3/13/1973 |
| Last Annual Report Date | 9/30/2020 |
| Last Prospectus Date | 12/1/2020 |
| 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 |