New Perspective Fund® (fnpfx)
Summary
A flexible approach to global growth. Seeks to take advantage of evolving global trade patterns by predominantly investing in multinational companies that have strong growth prospects.
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Price at NAV
--
as of -- (updated daily)
|
Expense Ratio |
Quarterly Fund Fact Sheet (PDF) | Prospectus (PDF) |
Read important investment disclosures
N/A
1-year return
N/A
5-year return
N/A
Lifetime return (03/13/1973)
0.00%
30-day SEC Yield Fund at NAV
Returns as of -- (updated monthly) . Yield as of -- (updated monthly).
Read important investment disclosures
N/A
1-year return
N/A
5-year return
N/A
Lifetime return
0.00%
30-day SEC Yield Fund at NAV
Returns as of -- (updated monthly) . Yield as of -- (updated monthly).
Asset Mix
56.3%
U.S. Equities
41.1%
Non-U.S. Equities
0.0%
U.S. Bonds
0.0%
Non-U.S. Bonds
2.6%
Cash & Equivalents
As of 02/28/2025 (updated monthly).
Volatility & Return
Read important investment disclosures
Volatility & Return chart is not available for funds less than 10 years old.
Market Capitalization
88.1%
Large
11.3%
Medium
0.6%
Small
Morningstar Ownership ZoneTM
Weighted average of holdings
75% of fund’s stock holdings
Morningstar data as of (updated quarterly)
Description
Objective
The fund's investment objective is to provide you with long-term growth of capital.
Distinguishing Characteristics
Seeks to take advantage of evolving global trade patterns by predominantly investing in companies that have potential for growth in capital. Invests primarily in multinational companies with a meaningful share of their sales and operations outside of their home countries. This approach provides the strategy's portfolio managers with geographic flexibility and the ability to navigate different markets.
Types of Investments
Invests primarily in common stocks that are believed to have the potential for growth.
Holdings Outside the U.S.
The fund may invest up to 100% of assets outside the United States, though this is unlikely since New Perspective Fund is a global fund.
Maturity
Portfolio Restrictions
Fund Facts
Fund Inception03/13/1973
Fund Assets (millions) -- As of (updated monthly).
Companies/Issuers260+Holdings as of 02/28/2025 (updated monthly).
Regular Dividends Paid
Minimum Initial Investment
Capital Gains Paid
Portfolio Turnover ()--
Fiscal Year-EndSep
Prospectus Date--
CUSIP
Fund Number
Returns
Yield
Read important investment disclosures
12-month
Distribution Rates
30-day SEC Yield
Distribution Rates
30-day SEC Yield
Fund at NAV
0.00%
0.00%
Fund at MOP
0.00%
N/A
As of (updated monthly).
Valuation
Fund
N/A
N/A
N/A
Fund as of . Index as of 12/31/2024.
LEARN ABOUT THE CAPITAL SYSTEMSM
Portfolio Management
Anne-Marie Peterson
30
20
4
Jody Jonsson
38
34
19
Kohei Higashi
28
21
4
Noriko Honda Chen
35
26
12
Andraz Razen
26
20
9
Brady L. Enright
36
28
19
Robert W. Lovelace
39
39
24
Steven T. Watson
37
35
19
Patrice Collette
28
25
6
Barbara Burtin
16
16
6
A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.
Ratings & Risk
Morningstar RatingTM
Overall Morningstar RatingTMFunds rated (--)
--
3-yr. Morningstar RatingTM(-- funds rated)
--
5-yr. Morningstar RatingTM(-- funds rated)
--
10-yr. Morningstar RatingTM(-- funds rated)
--
Overall Morningstar Risk
--
Ratings are based on risk-adjusted returns as of (updated monthly).
Holdings
Equities Breakdown
Top Equities
Meta Platforms
4.1%
Microsoft
3.2%
TSMC
3.0%
Broadcom
2.6%
Tesla Inc
2.2%
NVIDIA
1.9%
Alphabet
1.7%
Eli Lilly
1.7%
Netflix
1.6%
Novo Nordisk
1.5%
% of net assets as of 02/28/2025 (updated monthly).
Geographic Breakdown
Prices & Distributions
FIND HISTORICAL DISTRIBUTIONSSM
Historical Distributions
Fees & Expenses
Resources
Literature for fnpfx
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