- American Funds New Perspective Fund
American Funds
- Global
- Large-Cap
- Growth
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
$50.52 ( -1.22 )
52 Week HL
$72.55 - $49.27
Net Assets
$140960 M
Expense Ratio
0.42 %
Sector Allocation
Nov 30, -0001Top 10 Holdings
Feb 11, 2021Company 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
Performance
YTD
-
3 Year
6.67%
5 Year
40.75%
Best
37.48%
2009
Worst
-37.88%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -8% | 2.2% | -18.3% | 13.9% | 2.1% | 9.5% | -2.5% | 4.7% | 0.2% | 6.2% | - |
| Q2 | -17.2% | 8.2% | 23.8% | 3% | 4.4% | 6.7% | 0.7% | 0.8% | 3.1% | 2.1% | - |
| Q3 | - | 5.2% | 12.6% | -1.4% | 4.2% | 5.4% | 5.7% | -6.5% | -1.9% | 7.3% | - |
| Q4 | - | -0.7% | 12.4% | 6.2% | -13.6% | 4.4% | -2% | 6.8% | 1.7% | 8.5% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7.8% | -6.7% | 7% | -5.8% | -12.3% | - | - | - | - | - | - | - |
| 2021 | -0.2% | 1.4% | 0.9% | 5.1% | 1% | 1.9% | 1.2% | 3.2% | 0.7% | 1.7% | -2.6% | -4.7% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NPFFX | - | 10% | 28% | 25% | -6% | 29% | 2% | 5% | - | 27% | 21% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | -19% | 12% | -3% | 0% | 10% | -6% | 6% | - | -2% | 21% |