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 | 0.50% | |||
Dividend | ANWPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.74% | |||
Asset Allocation | ANWPX-NASDAQ | Click to Compare |
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Cash | 2.84% | |||
Stock | 96.84% | |||
U.S. Stock | 53.79% | |||
Non-U.S. Stock | 43.05% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.31% | |||
Price History | ANWPX-NASDAQ | Click to Compare |
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7-Day Total Return | -2.68% | |||
30-Day Total Return | -0.67% | |||
60-Day Total Return | 3.23% | |||
90-Day Total Return | 8.41% | |||
Year to Date Total Return | 11.57% | |||
1-Year Total Return | 20.34% | |||
2-Year Total Return | 37.69% | |||
3-Year Total Return | 54.31% | |||
5-Year Total Return | 74.37% | |||
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 | $69.30 | |||
1-Month Low NAV | $69.30 | |||
1-Month High NAV | $71.36 | |||
52-Week Low NAV | $54.37 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $71.36 | |||
52-Week High Price (Date) | Jul 23, 2025 | |||
Beta / Standard Deviation | ANWPX-NASDAQ | Click to Compare |
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Beta | 1.04 | |||
Standard Deviation | 15.28 | |||
Balance Sheet | ANWPX-NASDAQ | Click to Compare |
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Total Assets | 155.85B | |||
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% | |||