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American Funds New Perspective A (ANWPX)


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American Funds New Perspective A

New Perspective Fund Inc333 South Hope StreetLos Angeles, CA 90071-1447
800-421-4225
Management Information
Robert T. Lovelace,Lead Manager since November 30, 2000
Robert W. Lovelace is chairman, principal executive officer and a director of Capital Research Company and a member of The Capital Group Companies Management Committee. He is also a senior vice president for Capital Research and Management Company. He joined Capital Research in 1985 as a mining analyst. Mr. Lovelace received an AB (summa cum laude) from Princeton University and is a member of Phi Beta Kappa. He holds the Chartered Financial Analyst® designation and is based in Los Angeles.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyAmerican Funds
Net Assets66.52B
YTD Return12.68%
Yield0.71%
Morningstar Rating★★★★★
Inception DateMar 12, 1973

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover22.00%
Average for CategoryN/A

Fees & Expenses

ExpenseANWPXCategory Average
Annual Report Expense Ratio (net)0.77%1.21%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio0.77%N/A
Max 12b1 Fee0.24%N/A
Max Front End Sales Load5.75%5.30%
Max Deferred Sales LoadN/A1.78%
3 Yr Expense Projection807N/A
5 Yr Expense Projection978N/A
10 Yr Expense Projection1,474N/A