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Nasdaq - Delayed Quote USD

American Funds New Perspective A (ANWPX)

54.37
-0.50
(-0.91%)
At close: 8:03:47 PM EDT

Top 9 Holdings (24.45% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 3.76%
AVGO
Broadcom Inc. 3.50%
MSFT
Microsoft Corporation 3.37%
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 3.30%
TSLA
Tesla, Inc. 3.18%
NVDA
NVIDIA Corporation 2.36%
NOVO-B.CO
Novo Nordisk A/S 1.90%
NFLX
Netflix, Inc. 1.59%
AMZN
Amazon.com, Inc. 1.49%

Sector Weightings

SectorANWPX
Technology   23.89%
Healthcare   14.20%
Industrials   13.73%
Energy   2.39%
Utilities   0.75%
Real Estate   0.42%

Overall Portfolio Composition (%)

Cash 2.61%
Stocks 97.30%
Bonds 0.00%
Others 0.10%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average ANWPX Category Average
Price/Earnings 0.04 33.46
Price/Book 0.25 5.38
Price/Sales 0.34 3.97
Price/Cashflow 0.07 21.99
Median Market Cap 194,755.23 139,280.73
3 Year Earnings Growth 21.55 20.56

Bond Holdings

Performance & Risk

YTD Return -12.46%
5y Average Return 11.79%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 137.48B
YTD Return -1.95%
Yield 0.58%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

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.

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