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Morningstar

American Funds New Perspective R6 RNPGX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 53.09  /  1.10 %
  • Total Assets 114.3 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.05%
  • Turnover 21%

USD | NAV as of Jun 01, 2023 | 1-Day Return as of Jun 01, 2023, 10:22 PM GMT+0

Morningstar’s Analysis RNPGX

Will RNPGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RNPGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RNPGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RNPGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An attractive option with experienced managers at the helm.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RNPGX

More RNPGX Holdings
  • Current Portfolio Date
  • Equity Holdings 299
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

4.95
5,646,738,813
Cash and Equivalents

Microsoft Corp

4.24
4,836,954,692
Technology

Novo Nordisk A/S Class B

2.54
2,897,793,255
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.36
2,687,886,398
Technology

Tesla Inc

2.08
2,372,916,277
Consumer Cyclical

Meta Platforms Inc Class A

1.92
2,194,204,011
Communication Services

Broadcom Inc

1.55
1,764,525,618
Technology

ASML Holding NV

1.47
1,674,870,097
Technology

AstraZeneca PLC

1.39
1,587,083,122
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

1.37
1,559,851,575
Consumer Cyclical