American Funds New Perspective A ANWPX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 65.73  /  +0.84 %
  • Total Assets 144.3 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.76%
  • Turnover 17%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis ANWPX

Will ANWPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A topnotch option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Capital Group New Perspective (which includes the American Funds US mutual fund and the Luxembourg, Australia, and Japan vehicles) stands out from the pack with a veteran management team, robust analytical support, and proven process focusing on firms benefiting from global trade.

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Portfolio Holdings ANWPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.32 6.0 Bil
Cash and Equivalents

Microsoft Corp

3.68 5.1 Bil
Technology

Meta Platforms Inc Class A

3.39 4.7 Bil
Communication Services

Novo Nordisk A/S Class B

3.24 4.5 Bil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

3.09 4.3 Bil
Technology

Broadcom Inc

2.87 4.0 Bil
Technology

NVIDIA Corp

2.00 2.8 Bil
Technology

AstraZeneca PLC

1.71 2.4 Bil
Healthcare

Eli Lilly and Co

1.66 2.3 Bil
Healthcare

Tesla Inc

1.61 2.2 Bil
Consumer Cyclical

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