American Funds New Perspective (which includes the Capital Group-branded Luxembourg, Australia, and Japan vehicles, and CFS-branded Australia vehicles) continues to benefit from an accomplished management roster and a deep global analyst bench, even as it undergoes a long-planned leadership transition. Combined with the strategy’s proven investment approach, these strengths support its High People and Above Average Process ratings.
American Funds New Perspective Fund® Class R-5E RNPHX
- NAV / 1-Day Return 74.65 / +1.88 %
- Total Assets 171.5B
-
Adj. Expense Ratio
0.550%
- Expense Ratio 0.550%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.12%
- Turnover 23%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RNPHX
Will RNPHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RNPHX 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 RNPHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 4.12 | 6B | Technology |
Meta Platforms Inc Class A | 3.67 | 6B | Communication Services |
Capital Group Central Cash Fund | 3.39 | 5B | Cash and Equivalents |
NVIDIA Corp | 3.00 | 5B | Technology |
Broadcom Inc | 2.86 | 4B | Technology |
Microsoft Corp | 2.61 | 4B | Technology |
Tesla Inc | 2.57 | 4B | Consumer Cyclical |
AstraZeneca PLC | 2.03 | 3B | Healthcare |
Eli Lilly and Co | 1.48 | 2B | Healthcare |
Alphabet Inc Class C | 1.42 | 2B | Communication Services |
United States