American Funds New Perspective Fund® Class 529-F-3
FNFPX
NASDAQ
| Weiss Ratings | FNFPX-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 | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Robert W. Lovelace (24), Brady L. Enright (19), Joanna F. Jonsson (19), 7 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds New Perspective Fund® Class 529-F-3 | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Oct 30, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.73% | |||
| Dividend | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.77% | |||
| 30-Day Total Return | 2.69% | |||
| 60-Day Total Return | 4.68% | |||
| 90-Day Total Return | 9.32% | |||
| Year to Date Total Return | 18.72% | |||
| 1-Year Total Return | 20.67% | |||
| 2-Year Total Return | 49.30% | |||
| 3-Year Total Return | 74.41% | |||
| 5-Year Total Return | 78.52% | |||
| Price | FNFPX-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 | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $73.50 | |||
| 1-Month Low NAV | $70.74 | |||
| 1-Month High NAV | $73.50 | |||
| 52-Week Low NAV | $54.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $73.50 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 14.86 | |||
| Balance Sheet | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 158.26B | |||
| Operating Ratios | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.47% | |||
| Turnover Ratio | 24.00% | |||
| Performance | FNFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.49% | |||
| Last Bear Market Total Return | -18.98% | |||