American Funds New Perspective Fund® Class R-4
RNPEX
NASDAQ
| Weiss Ratings | RNPEX-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 | RNPEX-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 | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds New Perspective Fund® Class R-4 | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | May 28, 2002 | |||
| 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 | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.48% | |||
| Dividend | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | RNPEX-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 | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.98% | |||
| 30-Day Total Return | 2.22% | |||
| 60-Day Total Return | 0.97% | |||
| 90-Day Total Return | 4.95% | |||
| Year to Date Total Return | 14.03% | |||
| 1-Year Total Return | 17.85% | |||
| 2-Year Total Return | 41.17% | |||
| 3-Year Total Return | 66.06% | |||
| 5-Year Total Return | 67.29% | |||
| Price | RNPEX-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 | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $69.46 | |||
| 1-Month Low NAV | $68.59 | |||
| 1-Month High NAV | $70.51 | |||
| 52-Week Low NAV | $53.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $70.51 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 14.86 | |||
| Balance Sheet | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 158.26B | |||
| Operating Ratios | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.76% | |||
| Turnover Ratio | 24.00% | |||
| Performance | RNPEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.30% | |||
| Last Bear Market Total Return | -19.03% | |||