Seasoned leadership continues to guide American Funds New Perspective using a proven method for finding firms benefiting from global trade. Its cheapest share classes earn a Morningstar Analyst Rating of Gold, while pricier shares come in at Silver.
Will ANWFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANWFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ANWFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ANWFX’s parent organization’s priorities and whether they’re in line with investors’ interests.