Skip to Content

American Funds New Perspective R4 RNPEX

Analyst rating as of
NAV / 1-Day Return
54.28  /  0.04 %
Total Assets
114.2 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Low
Longest Manager Tenure
19.89 years
Category
US Fund World Large Stock
Investment Style
Large Growth
Min. Initial Investment
250
Status
Open
TTM Yield
0.85%
Turnover
20%
Premium

Morningstar’s Analysis

Will RNPEX outperform in future?

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

The Challenge of American Funds New Perspective’s Big Tesla Position

Analyst Note

| |

American Funds New Perspective’s stake in the polarizing electric carmaker Tesla TSLA grew from 3.65% in June to 7.3% in August, 2.5 percentage points larger than its next-biggest holding. That positioning does not alter its Morningstar Analyst Rating, but it does warrant close monitoring.

Unlock our full analysis with Morningstar Premium