NasdaqGM - Delayed Quote USD

American Funds New Perspective (0P0001L1B8)

60.32 +0.53 (+0.89%)
As of April 5 at 4:00 PM EDT. Market Open.
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DELL
  • Previous Close 59.79
  • YTD Return 8.46%
  • Expense Ratio 0.57%
  • Category World Large-Stock Growth
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 135.98B
  • Beta (5Y Monthly) 1.10
  • Yield 1.04%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.66
  • Inception Date Nov 20, 2015

The fund seeks to take advantage of investment opportunities generated by changes in international 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.

American Funds

Fund Family

World Large-Stock Growth

Fund Category

135.98B

Net Assets

2015-11-20

Inception Date

Performance Overview: 0P0001L1B8

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Trailing returns as of 4/4/2024. Category is World Large-Stock Growth.

YTD Return

0P0001L1B8
8.46%
Category
9.95%
 

1-Year Return

0P0001L1B8
22.80%
Category
40.81%
 

3-Year Return

0P0001L1B8
5.12%
Category
19.17%
 

5-Year Return

0P0001L1B8
12.59%
Category
18.49%
 

Holdings: 0P0001L1B8

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Top 9 Holdings (22.26% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 4.92%
NOVO-B.CO
NOVO-B.CO 3.19%
AVGO
AVGO 2.64%
META
META 2.62%
2330.TW
2330.TW 2.27%
TSLA
TSLA 2.06%
LLY
LLY 1.76%
ASML.AS
ASML.AS 1.42%
AZN.L
AZN.L 1.35%

Sector Weightings

Sector0P0001L1B8
Technology   23.79%
Healthcare   17.09%
Industrials   12.64%
Energy   3.22%
Utilities   0.67%
Real Estate   0.40%

Recent News: 0P0001L1B8

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Research Reports: 0P0001L1B8

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