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
Similar ETFs
20 peers by holdings overlap (283 holdings)
PBAIX
BlackRock Tactical Opportunities Instl
50.4%
Shared482 holdings
Total1,021
AUM$6.0B
Price$18.18
AGTHX
American Funds The Growth Fund of America Class A
49.6%
Shared121 holdings
Total298
AUM$362.5B
Price$89.48
CWGIX
American Funds Capital World Growth and Income Fund Class A
47.6%
Shared138 holdings
Total313
AUM$155.2B
Price$81.40
ANCFX
American Funds Fundamental Investors
47.0%
Shared127 holdings
Total230
AUM$181.9B
Price$102.55
DFEOX
DFA U.S. Core Equity 1 Portfolio
43.6%
Shared472 holdings
Total2,563
AUM$41.8B
Price$55.98
RPBAX
T. Rowe Price Balanced Fund
41.6%
Shared136 holdings
Total462
AUM$5.2B
Price$29.79
ANEFX
American Funds New Economy A
41.4%
Shared88 holdings
Total162
AUM$52.0B
Price$86.75
ABALX
American Balanced Fund A
40.6%
Shared92 holdings
Total166
AUM$284.2B
Price$39.88
DFQTX
DFA U.S. Core Equity 2 Portfolio
40.0%
Shared473 holdings
Total2,666
AUM$38.8B
Price$49.92
FFA
First Trust Enhanced Equity Income Fund
38.4%
Shared52 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
37.8%
Shared29 holdings
Total28
AUM$843M
Price$65.74
IGAAX
International Growth and Income Fund A
37.5%
Shared134 holdings
Total296
AUM$20.3B
Price$49.27
AMCPX
AMCAP Fund A
37.4%
Shared67 holdings
Total133
AUM$93.0B
Price$45.42
RPGAX
T. Rowe Price Global Allocation
37.1%
Shared166 holdings
Total939
AUM$867M
Price$17.19
AIVSX
American Funds Invmt Co of Amer A
36.8%
Shared75 holdings
Total162
AUM$179.4B
Price$68.59
PRCOX
T. Rowe Price U.S. Equity Research Fund
36.5%
Shared85 holdings
Total302
AUM$1.9B
Price$76.56
BCAT
BlackRock Capital Allocation Trust
36.5%
Shared77 holdings
Total192
AUM$1.4B
Price$13.73
FDFIX
Fidelity Flex 500 Index Fund
36.4%
Shared107 holdings
Total506
AUM$9.4B
Price$32.83
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
36.3%
Shared86 holdings
Total259
AUM$1.0B
Price$9.49
NEIAX
Columbia Large Cap Index Fund
36.1%
Shared100 holdings
Total500
AUM$3.1B
Price$58.17
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANWPX | $169.9B | 269 | 26.7% | 10.6 | 3.5 | 4.1 | 41.3% | 38.8% | 1.63% | +24.1% | +37.7% | 59.5 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| AGTHX | $362.5B | 298 | 35.5% | 9.1 | 4.2 | 5.4 | 62.5% | 59.6% | 0.89% | +29.3% | +41.4% | 57.6 | 6.3 |
| CWGIX | $155.2B | 313 | 24.4% | 11.5 | 3.1 | 3.6 | 31.8% | 31.4% | 2.25% | +22.5% | +43.2% | 56.6 | 6.3 |
| ANCFX | $181.9B | 230 | 33.4% | 8.1 | 4.9 | 6.7 | 89.0% | 82.5% | 1.70% | +27.1% | +48.9% | 57.7 | 6.4 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| RPBAX | $5.2B | 462 | 14.5% | 11.9 | 2.7 | 2.9 | 25.9% | 24.2% | 1.84% | +19.1% | +34.1% | 56.6 | 6.2 |
| ANEFX | $52.0B | 162 | 34.9% | 8.1 | 4.9 | 6.8 | 91.2% | 84.4% | 0.96% | +42.4% | +68.3% | 65.5 | 6.6 |
| ABALX | $284.2B | 166 | 18.7% | 7.9 | 4.7 | 6.4 | 86.4% | 81.0% | 1.79% | +26.7% | +48.4% | 58.8 | 6.7 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |