ANWPX
American Funds New Perspective Fund Class A
1W: -1.4%
1M: -0.2%
3M: -1.0%
YTD: +5.8%
1Y: +1.4%
3Y: +58.1%
5Y: +33.5%
$75.61
+0.50 (+0.67%)
Weekly Expected Move ±1.5%
$73
$74
$75
$76
$77
Key Statistics
AUM$169.9B
Holdings269
Top 10 Wt26.7%
Volume0
Avg Volume0
Beta1.00
Portfolio Fundamentals
P/E10.6
P/B3.5
Div Yield1.63%
ROE41.3%
% Profitable86%
Inception1980-01-02
Sector Allocation
Technology
21.5%
Industrials
15.7%
Healthcare
11.7%
Financial Services
11.6%
Consumer Cyclical
11.3%
Communication Services
9.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSMWF | 4.12% | $201.4B | 111,747,056 |
| 2 | META PLATFORMS INC | FB2A.DE | 3.67% | $5.6B | 9,790,623 |
| 3 | CAPITAL GROUP CENTRAL CASH FUND | — | 3.31% | $5.1B | 50,618,956 |
| 4 | NVIDIA CORP | 0QOJ.L | 3.00% | $4.6B | 26,289,602 |
| 5 | BROADCOM INC | 1YD.DE | 2.86% | $4.4B | 14,115,145 |
| 6 | MICROSOFT CORP | 4338.HK | 2.61% | $4.0B | 10,782,121 |
| 7 | TESLA INC | TL0.DE | 2.57% | $3.9B | 10,562,820 |
| 8 | ASTRAZENECA PLC | ZEG.DE | 1.79% | $2.1B | 13,977,931 |
| 9 | ELI LILLY AND CO | LLY.SW | 1.48% | $2.3B | 2,464,735 |
| 10 | ALPHABET INC | ABEC.F | 1.42% | $2.2B | 7,583,609 |