• American Funds New Perspective Fund

American Funds

  • Global
  • Large-Cap
  • Growth

American Funds New Perspective Fund

CNPCX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of companies located around the world.

The team prefers attractively valued companies that represent good, long-term More

Price

Last Close

$47.07 ( -0.15 )

52 Week HL

$68.78 - $46.47

Net Assets

$140960 M

Expense Ratio

0.42 %

Sector Allocation

Nov 30, -0001

Top 10 Holdings

Feb 11, 2021

Company Name

  • Tesla Inc
  • TSMC
  • Amazon Com
  • Facebook Inc
  • Microsoft Corporation

Holding

Company Name

  • ASML Holding
  • Alphabet Inc
  • Mastercard Incorporated
  • J P
  • Netflix Inc
  • Total

Holding

  • 0%

Manager

Name

Brady L. Enright

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-22.2 %

3 Year

18.88%

5 Year

42.07%

Best

36.28%
2009

Worst

-38.41%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.7% 2% -18.4% 13.7% 1.9% 9.3% -2.7% 4.5% - 6% -
Q2 -11.7% 8% 23.5% 2.8% 4.2% 6.6% 0.5% 0.6% 2.9% 1.9% -
Q3 - 5.1% 12.3% -1.6% 4% 5.1% 5.5% -6.7% -2.1% 7% -
Q4 - -0.4% 12.1% 6.6% -13.8% 4.1% -2.2% 6.6% 1.5% 8.3% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -9.3% -6.8% 7.9% -12.4% -2.7% - - - - - - -
2021 -0.2% 1.3% 0.9% 5.1% 1% 1.8% 1.1% 3.2% 0.7% 0.2% 0.2% -5.8%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CNPCX -22%9%27%25%-7%28%1%5%2%-20%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -22%-19%11%-3%-0%9%-7%5%-11%-20%

CNPCX S&P 500

Chart +