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Fund-Specific Sales Materials


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3Q-2024 Quarterly Attribution Report — New Perspective Fund

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results relative to its benchmark(s... Details

Updated: Oct 2024

Not available to order

Defined Contribution Focus Funds - New Perspective Fund (NPF) (R-6 Share) — New Perspective Fund

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Aug 2024

New Perspective Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Updated: Dec 2023

Quarterly Investment Portfolio - New Perspective Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Aug 2024

Not available to order

Quarterly Investment Portfolio - New Perspective Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2024

Not available to order

Strategy spotlight- Capital Group New Perspective (F-2 Share) — New Perspective Fund

In this brochure, which is part of our strategy spotlight series, we take a look at Capital Group Ne... Details

Updated: Aug 2024

Max: 111

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.