ANWPX
American Funds New Perspective Fund Class A
1W: -1.2%
1M: -0.2%
3M: +2.1%
YTD: +5.4%
1Y: +1.4%
3Y: +54.0%
5Y: +37.4%
$73.97
-0.90 (-1.20%)
Weekly Expected Move ±1.7%
$72
$74
$75
$76
$77
Key Statistics
AUM$165.4B
Holdings282
Top 10 Wt26.6%
Volume0
Avg Volume0
Beta1.00
Portfolio Fundamentals
P/E7.2
P/B2.8
Div Yield1.38%
ROE51.0%
% Profitable86%
Inception1980-01-02
Sector Allocation
Technology
28.8%
Industrials
14.6%
Consumer Cyclical
10.9%
Healthcare
10.4%
Financial Services
9.8%
Communication Services
9.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSMWF | 4.88% | $264.9B | 108,274,056 |
| 2 | META PLATFORMS INC | FB2A.DE | 3.26% | $5.6B | 9,852,969 |
| 3 | NVIDIA CORP | 0QOJ.L | 3.14% | $5.4B | 26,748,428 |
| 4 | BROADCOM INC | 1YD.DE | 3.13% | $5.3B | 14,103,229 |
| 5 | TESLA INC | TL0.DE | 2.79% | $4.7B | 11,287,665 |
| 6 | CAPITAL GROUP CENTRAL CASH FUND | — | 2.28% | $3.9B | 38,809,040 |
| 7 | MICROSOFT CORP | 4338.HK | 2.05% | $3.5B | 9,349,755 |
| 8 | ASML HOLDING NV | ASML.WA | 1.94% | $2.9B | 1,670,533 |
| 9 | SK HYNIX INC | 000660.KS | 1.91% | $5046.5B | 1,846,194 |
| 10 | MICRON TECHNOLOGY INC | MTE.DE | 1.74% | $3.0B | 2,561,590 |