Capital Group New Perspective (which includes the American Funds US mutual fund and the Luxembourg, Australia, and Japan vehicles) stands out from the pack with a veteran management team, robust analytical support, and proven process focusing on firms benefiting from global trade.
American Funds New Perspective R4 RNPEX
- NAV / 1-Day Return 60.67 / +1.07 %
- Total Assets 136.5 Bil
-
Adj. Expense Ratio
0.770%
- Expense Ratio 0.770%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.81%
- Turnover 17%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis RNPEX
Will RNPEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Capital Group Central Cash Fund | 4.32 | 6.0 Bil | Cash and Equivalents |
Microsoft Corp | 3.68 | 5.1 Bil | Technology |
Meta Platforms Inc Class A | 3.39 | 4.7 Bil | Communication Services |
Novo Nordisk A/S Class B | 3.24 | 4.5 Bil | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd | 3.09 | 4.3 Bil | Technology |
Broadcom Inc | 2.87 | 4.0 Bil | Technology |
NVIDIA Corp | 2.00 | 2.8 Bil | Technology |
AstraZeneca PLC | 1.71 | 2.4 Bil | Healthcare |
Eli Lilly and Co | 1.66 | 2.3 Bil | Healthcare |
Tesla Inc | 1.61 | 2.2 Bil | Consumer Cyclical |