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American Funds New Perspective 529A (CNPAX)

60.74 +0.02 (+0.03%)
At close: May 17 at 8:00 PM EDT
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DELL
  • Previous Close 60.72
  • YTD Return 4.62%
  • Expense Ratio 0.42%
  • Category World Large-Stock Growth
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 130.29B
  • Beta (5Y Monthly) 1.10
  • Yield 0.84%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.50
  • 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

130.29B

Net Assets

2015-11-20

Inception Date

Performance Overview: CNPAX

Trailing returns as of 5/17/2024. Category is World Large-Stock Growth.

YTD Return

CNPAX
4.62%
Category
9.95%
 

1-Year Return

CNPAX
16.99%
Category
40.81%
 

3-Year Return

CNPAX
1.92%
Category
19.17%
 

5-Year Return

CNPAX
10.78%
Category
18.49%
 

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Holdings: CNPAX

Top 9 Holdings (21.16% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 3.79%
META
Meta Platforms, Inc. 3.35%
NOVO-B.CO
Novo Nordisk A/S 2.74%
AVGO
Broadcom Inc. 2.35%
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 2.28%
6702.T
Fujitsu Limited 2.15%
TSLA
Tesla, Inc. 1.58%
LLY
Eli Lilly and Company 1.51%
AZN.L
AstraZeneca PLC 1.42%

Sector Weightings

SectorCNPAX
Technology   24.04%
Healthcare   15.53%
Industrials   13.93%
Energy   2.88%
Utilities   0.61%
Real Estate   0.50%

Recent News: CNPAX

Research Reports: CNPAX

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