New perspective fund cl a

New perspective fund cl a DEFAULT

The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

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Sours: https://markets.ft.com/data/funds/tearsheet/summary?s=ANWPX

The fund's primary investment objective is to provide long-term growth of capital. Future income is a secondary objective.

The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.


*Fund expenses are as of each fund’s prospectus. Please see the fund’s most recent prospectus for details.
†You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.

*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.

Investment results reflect the deduction of applicable fees and expenses and the reinvestment of all distributions. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.

In applying any particular asset allocation model to your own individual situation, you should consider your other assets, income and investments. For example, in addition to your retirement plan investments, you should consider any investments (including those in an Individual Retirement Account) and savings accounts.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.

Fund results and expense ratio information listed above apply to Class A shares only. The results and expense ratio information for the investments in your plan may differ.

SIMPLE IRA and SEP plans only:
Additional share class options are available without an up-front sales charge. There is no sales charge on Class A shares for plans with over $1 million invested in American Funds. Class C shares have higher expenses than Class A shares and a 1% CDSC if shares are sold within the first year of purchase. Class C shares convert to Class A shares after 8 years. Prior to 6/30/2020, Class C shares converted to Class F-1 shares after 10 years. Your financial professional can help you decide which option is best for you.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.

Use of this website is intended for U.S. residents only.

American Funds Distributors, Inc., member FINRA.

Sours: https://americanfundsretirement.retire.americanfunds.com/about/funds/details.htm?ticker=ANWPX
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Seasoned leadership continues to guide American Funds New Perspective using a proven method for finding firms benefiting from global trade. Its cheapest share classes earn a Morningstar Analyst Rating of Gold, while pricier shares come in at Silver.

The strategy's multimanager approach sets it up for long-term success. Capital Group, the parent of American Funds, splits the strategy's $140 billion asset base into individual sleeves among seven named managers, a handful of undisclosed up-and-comers, and two analyst-run research sleeves. Two principal investment officers help ensure the fund’s sleeves meld together into a diversified global portfolio. The managers run their sleeves of the overall portfolio as they see fit, but must stick to companies that receive at least 25% of their revenues from outside their home region and have at least a $3 billion market-cap float at the time of purchase.

The team here is one of Capital's most stable, and it's prepared for the future. Five of the strategy's seven managers have served together since December 2005, with most-tenured Rob Lovelace serving more than two decades. While potential retirements loom in the coming years, Capital won't be caught off guard. The firm recently tapped a few additional undisclosed managers who should be ready to take on more responsibility when needed. Capital also hasn't been afraid to shift managers across funds, if need be.

The fund's now 300-plus stock portfolio has typically fared well while keeping risk in check. Its trailing three- to 15-year returns through July 2021 all ranked in the world large-stock growth Morningstar Category's top third or better. It has also beaten all relevant benchmarks since Lovelace's December 2000 start.

Risk at the individual sleeve level can be pronounced. Only one manager owns the fund’s current top holding, Tesla TSLA, which posted a meteoric rise in 2020 and topped out around 7% of the fund's assets. That position is smaller now but it still accounts for more than 50% percent of his sleeve, showing how concentrated an individual sleeve can get.

Still, the fund's risk-taking has paid off over time and that should continue.

Sours: https://www.morningstar.com/funds/xnas/anwpx/quote
A New Perspective on Fund's Finances at Your Fingertips

American Funds New Perspective Fund;A

Watchlist

CategoryGlobal Large-Cap Growth
Portfolio StyleGlobal
Fund FamilyAmerican Funds Cl A
Fund StatusOpen
Fund InceptionMarch 13, 1973
Manager

Team Managed

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

Front load5.75%
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.75%
12 b-10.25%
Turnover26%
Alpha0.19
Beta0.99
Standard deviation5.47
R. squared0.94
Standard (taxable)$250
IRA$25
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
YTD14.76%13.63%20.81%38%2
1yr30.07%24.28%30.69%9%1
3yr222.97%21.66%19.59%31%2
5yr219.18%17.91%18.16%28%2
10yr215.02%13.75%16.17%23%2
  • 1Global Large-Cap Growth
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/anwpx

A cl new fund perspective

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Fund Analyst Rating: Capital Group New Perspective

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