American Funds New Perspective Fund® Class F-2
ANWFX
NASDAQ
| Weiss Ratings | ANWFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ANWFX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Robert W. Lovelace (24), Brady L. Enright (19), Joanna F. Jonsson (19), 7 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | ANWFX-NASDAQ | Click to Compare |
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| Fund Name | American Funds New Perspective Fund® Class F-2 | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Aug 01, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ANWFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.78% | |||
| Dividend | ANWFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | ANWFX-NASDAQ | Click to Compare |
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| Cash | 3.21% | |||
| Stock | 96.68% | |||
| U.S. Stock | 53.89% | |||
| Non-U.S. Stock | 42.79% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.11% | |||
| Price History | ANWFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.73% | |||
| 30-Day Total Return | 3.76% | |||
| 60-Day Total Return | 0.55% | |||
| 90-Day Total Return | -1.34% | |||
| Year to Date Total Return | 2.99% | |||
| 1-Year Total Return | 13.16% | |||
| 2-Year Total Return | 36.26% | |||
| 3-Year Total Return | 37.32% | |||
| 5-Year Total Return | 97.88% | |||
| Price | ANWFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ANWFX-NASDAQ | Click to Compare |
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| Nav | $63.64 | |||
| 1-Month Low NAV | $54.13 | |||
| 1-Month High NAV | $63.64 | |||
| 52-Week Low NAV | $54.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $67.92 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | ANWFX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 16.46 | |||
| Balance Sheet | ANWFX-NASDAQ | Click to Compare |
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| Total Assets | 139.97B | |||
| Operating Ratios | ANWFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.52% | |||
| Turnover Ratio | 24.00% | |||
| Performance | ANWFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.47% | |||
| Last Bear Market Total Return | -18.98% | |||