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American Funds New Perspective Fund Class F-2 (ANWFX)

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53.41-0.44 (-0.82%)
At close: 08:00PM EDT

American Funds New Perspective Fund Class F-2

New Perspective Fund Inc

333 South Hope Street

Los Angeles, CA 90071-1447

Management information
Andraz T. Razen,Lead manager since 1 July 2015
Andraz Razen is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, Andraz is a generalist covering small-cap companies. He has 23 years of investment experience and has been with Capital Group for 16 years. Earlier in his career, as an equity investment analyst at Capital, he also covered U.S. health care and supplies companies. Prior to joining Capital, he was an analyst and portfolio manager at Fidelity Investments in Boston. He holds a bachelor' s degree in quantitative economics from Tufts University graduating summa cum laude. Andraz is based in London.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Growth
Fund familyAmerican Funds
Net assets148.91B
YTD return-12.19%
Morningstar rating★★★★
Inception date31 Jul 2008

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover22.00%
Average for categoryN/A

Fees and expenses

ExpenseANWFXCategory average
Annual report expense ratio (net)0.52%1.12%
Prospectus net expense ratio0.52%N/A
Prospectus gross expense ratio0.52%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection167N/A
5-yr expense projection291N/A
10-yr expense projection653N/A