American Funds New Perspective Fund® Class R-2E
RPEBX
NASDAQ
| Weiss Ratings | RPEBX-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 | RPEBX-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 | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds New Perspective Fund® Class R-2E | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Aug 29, 2014 | |||
| 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 | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.53% | |||
| Dividend | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.34% | |||
| Asset Allocation | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.47% | |||
| Stock | 97.30% | |||
| U.S. Stock | 54.58% | |||
| Non-U.S. Stock | 42.72% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.11% | |||
| Other Net | 0.12% | |||
| Price History | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.01% | |||
| 30-Day Total Return | -2.58% | |||
| 60-Day Total Return | -2.61% | |||
| 90-Day Total Return | 3.17% | |||
| Year to Date Total Return | 4.72% | |||
| 1-Year Total Return | 3.89% | |||
| 2-Year Total Return | 25.75% | |||
| 3-Year Total Return | 71.00% | |||
| 5-Year Total Return | 33.69% | |||
| Price | RPEBX-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 | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $71.74 | |||
| 1-Month Low NAV | $70.68 | |||
| 1-Month High NAV | $73.45 | |||
| 52-Week Low NAV | $62.84 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $74.75 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 12.35 | |||
| Balance Sheet | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 166.60B | |||
| Operating Ratios | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.20% | |||
| Turnover Ratio | 23.00% | |||
| Performance | RPEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.59% | |||
| Last Bear Market Total Return | -19.13% | |||