American Funds New Perspective Fund® Class R-5E
RNPHX
NASDAQ
| Weiss Ratings | RNPHX-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 | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Robert W. Lovelace (25), Brady L. Enright (20), Steven T. Watson (20), 7 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds New Perspective Fund® Class R-5E | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Nov 20, 2015 | |||
| 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 | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.17% | |||
| Dividend | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.50% | |||
| Asset Allocation | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.14% | |||
| Stock | 96.61% | |||
| U.S. Stock | 53.63% | |||
| Non-U.S. Stock | 42.98% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.26% | |||
| Price History | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.08% | |||
| 30-Day Total Return | -3.95% | |||
| 60-Day Total Return | -6.77% | |||
| 90-Day Total Return | -4.95% | |||
| Year to Date Total Return | -4.39% | |||
| 1-Year Total Return | 21.83% | |||
| 2-Year Total Return | 25.42% | |||
| 3-Year Total Return | 53.41% | |||
| 5-Year Total Return | 43.21% | |||
| Price | RNPHX-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 | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $66.73 | |||
| 1-Month Low NAV | $64.14 | |||
| 1-Month High NAV | $69.93 | |||
| 52-Week Low NAV | $53.81 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $75.13 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.05 | |||
| Standard Deviation | 11.31 | |||
| Balance Sheet | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 165.64B | |||
| Operating Ratios | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.55% | |||
| Turnover Ratio | 23.00% | |||
| Performance | RNPHX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.42% | |||
| Last Bear Market Total Return | -18.99% | |||