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Morningstar

American Funds New Perspective 529C CNPCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 48.02  /  0.10 %
  • Total Assets 113.1 Bil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.530%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CNPCX

Will CNPCX 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 CNPCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CNPCX 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 CNPCX’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

Summary

| by Stephen Welch

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.

Unlock our full analysis with Morningstar Investor