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Morningstar

American Funds New Perspective 529E CNPEX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 50.52  /  0.96 %
  • Total Assets 113.5 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.49%
  • Turnover 21%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis CNPEX

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

People Pillar

The People Pillar is our evaluation of the CNPEX 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 CNPEX’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