Nasdaq - Delayed Quote
USD
American Funds New Perspective A (ANWPX)
73.27
-1.32
(-1.77%)
At close: 8:08:17 PM EDT
Top 10 Holdings (27.71% of Total Assets)
Sector Weightings
Sector
ANWPX
Technology
34.36%
Industrials
13.28%
Healthcare
10.94%
Communication Services
10.49%
Consumer Cyclical
10.36%
Financial Services
9.57%
Consumer Defensive
4.35%
Basic Materials
3.39%
Energy
1.91%
Real Estate
0.80%
Utilities
0.55%
Overall Portfolio Composition (%)
| Cash | 2.47% |
| Stocks | 97.30% |
|---|---|
| Bonds | 0.00% |
| Others | 0.12% |
| Preferred | 0.00% |
| Convertible | 0.11% |
Bond Ratings
| US Government | 0.05% |
| AAA | -- |
|---|---|
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | ANWPX | Category Average |
|---|---|---|
|
Price/Earnings
|
0.04 | -- |
|
Price/Book
|
0.22 | -- |
|
Price/Sales
|
0.3 | -- |
|
Price/Cashflow
|
0.06 | -- |
|
Median Market Cap
|
305,055.5 | -- |
|
3 Year Earnings Growth
|
21.38 | -- |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | 5.64% |
| 5y Average Return | 6.58% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Capital Group |
| Net Assets | 166.6B |
| YTD Return | 6.74% |
| Yield | 0.97% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.
