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American Funds New Perspective 529E (CNPEX)

57.09 -0.01 (-0.02%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.

American Funds New Perspective 529E

Los Angeles, CA 90071-1447
333 South Hope Street
(213) 486-9200

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 136.04B
YTD Return 8.32%
Yield 0.62%
Morningstar Rating
Inception Date Mar 01, 2002

Fund Operations

Last Dividend 0.38
Last Cap Gain 40.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense CNPEX Category Average
Annual Report Expense Ratio (net) 1.02% 1.12%
Prospectus Net Expense Ratio 1.02% --
Prospectus Gross Expense Ratio 1.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.26%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Steven T. Watson, Lead Manager since December 01, 2005
Steven T. Watson is an equity portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 36 years of investment industry experience and has been with Capital Group for 34 years. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steven was a buy-side research analyst for Sanford C. Bernstein & Co. in New York.

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. MORNING_STAR_STYLE_BOX

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.

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