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Mutual Fund Insights: American Funds New Perspective 529E Fund (CNPEX)

In-depth Analysis of American Funds New Perspective 529E Fund (CNPEX)

Mutual fund chart: American Funds New Perspective 529E Fund (CNPEX)

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See American Funds New Perspective 529E Fund (CNPEX) performance details as of January 31, 2010

  

    Last Trade: $25.63 on 3/19/2010, Change: -0.14 (-0.54%)

  

Fund Manager - Gregg E. Ireland

Fund Manager Tenure: 17.3 years   [Similar Funds: CNPAX  CNPBX  CNPCX  CNPFX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Mr. Irelandis a portfolio manager with responsibilities in several funds managed by Capital Research and Management Company (CRMC), including the Investment Company of America. Having joined Capital in 1972, Mr. Ireland is a Senior Vice President of CRMC, as well as an officer of several funds managed by CRMC. He is Chair of the Leadership Board of Frank Porter Graham Child Development Institute, a national think-tank that studies issues facing young children and their families.  Get more insights on Gregg E. Ireland

  

What we like about American Funds New Perspective 529E Fund (CNPEX) What we like about American Funds New Perspective 529E Fund (CNPEX)

Data for American Funds New Perspective 529E Fund (CNPEX) as of January 31, 2010

  • American Funds New Perspective 529E Fund (CNPEX) management has been with American Funds New Perspective 529E Fund for 17.3 years
  • American Funds New Perspective 529E Fund (CNPEX) has good short-term performance (1-year return 41.06% vs 40.69% World Stock category average)
  • American Funds New Perspective 529E Fund (CNPEX) has good mid-term performance (3-year return -2.67% vs -6.17% World Stock category average)
  • American Funds New Perspective 529E Fund (CNPEX) has good Long-term performance (5-year return 4.82% vs 2.47% World Stock category average)
  • American Funds New Perspective 529E Fund (CNPEX) ratio of up-years vs down years is greater than 2
  • American Funds New Perspective 529E Fund (CNPEX) has a Morningstar rating of 4 and above
  • American Funds New Perspective 529E Fund (CNPEX) has an annual stock turnover rate of 32.00% vs World Stock average of 93.35%. It is good that American Funds New Perspective 529E management does not trade extensively for its return.
  • American Funds New Perspective 529E Fund (CNPEX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.94, lower than category average of 22.99
  • American Funds New Perspective 529E Fund (CNPEX) has a lower management fee than its World Stock average: 1.19% vs 1.53%

  

What we are cautious about American Funds New Perspective 529E Fund (CNPEX) What we are cautious about American Funds New Perspective 529E Fund (CNPEX)

Data for American Funds New Perspective 529E Fund (CNPEX) as of January 31, 2010

  • Even though American Funds New Perspective 529E Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds New Perspective 529E Fund (CNPEX) performance details as of January 31, 2010

  

  

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American Funds New Perspective 529E Fund (CNPEX) Net Asset

Track net asset change of American Funds New Perspective 529E fund (CNPEX)

DateNet Asset
01/2010$47.93M
11/2009$46.31M
10/2009$44.55M
More historic net asset information on American Funds New Perspective 529E Fund (CNPEX)

  

American Funds New Perspective 529E Fund (CNPEX) Portfolio Allocation

Track portfolio allocation change of American Funds New Perspective 529E fund (CNPEX)

DateCashStockBondOther
09/20095.03%93.66%1.31%0%
06/20096.96%92.03%1.01%0%
03/20096.23%92.46%1.25%0.06%
Click here to see more historic asset allocation information on American Funds New Perspective 529E Fund (CNPEX)

  

Most Recent Top 10 Holdings in American Funds New Perspective 529E Fund (CNPEX)

Discover what American Funds New Perspective 529E Fund (CNPEX) manager is buying

30-Sep-09
Microsoft Corporation [2.98%]
Novo Nordisk A/S [2.25%]
BARRICK GOLD CP [2.08%]
Samsung Electronics [1.97%]
Cisco Systems, Inc. [1.94%]
Oracle Corporation [1.8%]
Google Inc. [1.71%]
NEWMONT MIN CP (HLDG [1.7%]
PETROLEO BRASILEIRO [1.62%]
Honda Motor Company [1.57%]

30-Jun-09
Microsoft Corporation [2.98%]
Novo Nordisk A/S [2.25%]
BARRICK GOLD CP [2.08%]
Samsung Electronics [1.97%]
Cisco Systems, Inc. [1.94%]
Oracle Corporation [1.8%]
Google Inc. [1.71%]
NEWMONT MIN CP (HLDG [1.7%]
PETROLEO BRASILEIRO [1.62%]
Honda Motor Company [1.57%]

31-Mar-09
Microsoft Corporation [3.15%]
Barrick Gold Corp. [2.6%]
Novo-Nordisk A S [2.38%]
Cisco Systems, Inc. [2.3%]
Newmont Mining Corp. (Holding C [2.17%]
Samsung Electronics [2.07%]
Honda Motor Company [1.75%]
Oracle Corporation [1.71%]
Google Inc. [1.65%]
Bayer AG [1.64%]
Click here for Stock Holding Change Map in American Funds New Perspective 529E Fund (CNPEX)

  

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