American Funds New Perspective Fund® Class 529-A
CNPAX
NASDAQ
| Weiss Ratings | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds New Perspective Fund® Class 529-A | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Feb 15, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.51% | |||
| Dividend | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.21% | |||
| Stock | 96.68% | |||
| U.S. Stock | 53.89% | |||
| Non-U.S. Stock | 42.79% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.11% | |||
| Price History | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.07% | |||
| 30-Day Total Return | 5.01% | |||
| 60-Day Total Return | 13.46% | |||
| 90-Day Total Return | 6.38% | |||
| Year to Date Total Return | 8.07% | |||
| 1-Year Total Return | 15.25% | |||
| 2-Year Total Return | 38.39% | |||
| 3-Year Total Return | 46.82% | |||
| 5-Year Total Return | 82.81% | |||
| Price | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $65.96 | |||
| 1-Month Low NAV | $62.17 | |||
| 1-Month High NAV | $65.96 | |||
| 52-Week Low NAV | $53.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $66.96 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 16.78 | |||
| Balance Sheet | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 148.90B | |||
| Operating Ratios | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.77% | |||
| Turnover Ratio | 24.00% | |||
| Performance | CNPAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.31% | |||
| Last Bear Market Total Return | -19.04% | |||