ANWPX
American Funds New Perspective Fund Class A
1W: -1.0%
1M: +1.4%
3M: +1.6%
YTD: +3.4%
1Y: +10.1%
3Y: +55.4%
5Y: +42.1%
$73.81
+0.08 (+0.11%)
Weekly Expected Move ±1.9%
$71
$73
$74
$76
$77
Key Statistics
AUM$164.5B
Holdings265
Top 10 Wt25.8%
Volume0
Avg Volume0
Beta1.00
Portfolio Fundamentals
P/E11.3
P/B3.4
Div Yield1.33%
ROE32.0%
% Profitable87%
Inception1980-01-02
Sector Allocation
Technology
24.7%
Industrials
13.9%
Healthcare
12.3%
Financial Services
12.3%
Consumer Cyclical
12.2%
Communication Services
10.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | FB2A.DE | 3.93% | $6.4B | 9,702,438 |
| 2 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2330.TW | 3.56% | $182.1B | 118,604,056 |
| 3 | MICROSOFT CORP | 4338.HK | 3.47% | $5.6B | 11,672,667 |
| 4 | BROADCOM INC | 1YD.DE | 3.31% | $5.4B | 15,591,074 |
| 5 | CAPITAL GROUP CENTRAL CASH FUND | — | 3.16% | $5.1B | 51,389,588 |
| 6 | TESLA INC | TL0.DE | 2.92% | $4.8B | 10,562,820 |
| 7 | NVIDIA CORP | NVD.DE | 2.54% | $4.1B | 22,192,808 |
| 8 | ELI LILLY AND CO | LLY.SW | 1.71% | $2.8B | 2,588,800 |
| 9 | ASTRAZENECA PLC | AZNCF | 1.58% | $1.9B | 13,977,931 |
| 10 | ALPHABET INC | ABEC.DE | 1.44% | $2.3B | 7,483,609 |