American Funds New Perspective Fund® Class A
ANWPX
NASDAQ
| Weiss Ratings | ANWPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ANWPX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Robert W. Lovelace (24), Brady L. Enright (19), Joanna F. Jonsson (19), 7 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | ANWPX-NASDAQ | Click to Compare |
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| Fund Name | American Funds New Perspective Fund® Class A | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Mar 13, 1973 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | ANWPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.55% | |||
| Dividend | ANWPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.56% | |||
| Asset Allocation | ANWPX-NASDAQ | Click to Compare |
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| Cash | 2.61% | |||
| Stock | 97.30% | |||
| U.S. Stock | 55.87% | |||
| Non-U.S. Stock | 41.43% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.10% | |||
| Price History | ANWPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.43% | |||
| 30-Day Total Return | -6.02% | |||
| 60-Day Total Return | -2.01% | |||
| 90-Day Total Return | -0.85% | |||
| Year to Date Total Return | 0.00% | |||
| 1-Year Total Return | 8.66% | |||
| 2-Year Total Return | 39.71% | |||
| 3-Year Total Return | 21.80% | |||
| 5-Year Total Return | 130.00% | |||
| Price | ANWPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ANWPX-NASDAQ | Click to Compare |
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| Nav | $62.11 | |||
| 1-Month Low NAV | $60.86 | |||
| 1-Month High NAV | $66.06 | |||
| 52-Week Low NAV | $57.43 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $68.10 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | ANWPX-NASDAQ | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 17.36 | |||
| Balance Sheet | ANWPX-NASDAQ | Click to Compare |
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| Total Assets | 145.63B | |||
| Operating Ratios | ANWPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.73% | |||
| Turnover Ratio | 24.00% | |||
| Performance | ANWPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.33% | |||
| Last Bear Market Total Return | -19.02% | |||
