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American Funds New Perspective 529F (CNPFX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds New Perspective 529F (CNPFX) Fund

    Last Trade: $39.16 on 4/25/2017, Change: +0.28 (0.72%)

 

Graph of American Funds New Perspective 529F Fund (CNPFX) ManagerFund Manager - Robert T. Lovelace

Fund Manager Information

Fund Manager Tenure: 16.4 years
Similar Funds: CNPAX  CNPBX  CNPCX  CNPEX 
Fund Family: American Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of American Funds New Perspective 529F Fund (CNPFX) ProfileAmerican Funds New Perspective 529F Fund (CNPFX) Profile

Fund Profile and Description

American Funds New Perspective 529F Fund seeks capital appreciation and income. American Funds New Perspective 529F Fund normally invests in stocks of companies located around the world to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships. In pursuing its primary investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. In pursuing its secondary objective, the fund invests in common stocks of companies with the potential to pay dividends in the future.

 

American Funds New Perspective 529F (CNPFX) Fund Strength What we like about American Funds New Perspective 529F (CNPFX) Fund

Data for American Funds New Perspective 529F Fund (CNPFX) as of May 30, 2016

  • American Funds New Perspective 529F Fund (CNPFX) management has been with American Funds New Perspective 529F Fund for 16.4 years
  • American Funds New Perspective 529F Fund (CNPFX) has good short-term performance (1-year return -2.93% vs -5.49% World Stock category median performance)
  • American Funds New Perspective 529F Fund (CNPFX) has good mid-term performance (3-year return 7.60% vs 5.54% World Stock category median performance)
  • American Funds New Perspective 529F Fund (CNPFX) has good Long-term performance (5-year return 7.72% vs 5.54% World Stock category median performance)
  • American Funds New Perspective 529F Fund (CNPFX) ratio of up-years vs down years is greater than 2
  • American Funds New Perspective 529F Fund (CNPFX) has a Morningstar rating of 4 and above
  • Asset base in American Funds New Perspective 529F Fund (CNPFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds New Perspective 529F Fund (CNPFX) has an annual stock turnover rate of 27.00% vs World Stock average of 47.65%. It is good that American Funds New Perspective 529F management does not trade extensively for its return.
  • American Funds New Perspective 529F Fund (CNPFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.84, lower than category average of 12.23
  • American Funds New Perspective 529F Fund (CNPFX) has a lower expense ratio than its World Stock average: 0.63% vs 1.28%
  • American Funds New Perspective 529F Fund (CNPFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds New Perspective 529F Fund (CNPFX) Weakness What we are cautious about American Funds New Perspective 529F (CNPFX) Fund

Data for American Funds New Perspective 529F Fund (CNPFX) as of May 30, 2016

  • American Funds New Perspective 529F Fund (CNPFX) is less safe compared to its World Stock peers
See American Funds New Perspective 529F Fund (CNPFX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds New Perspective 529F Fund (CNPFX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds New Perspective 529F-0.59-2.937.607.72
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare American Funds New Perspective 529F Fund (CNPFX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of American Funds New Perspective 529F Fund (CNPFX) Net Asset TrackingAmerican Funds New Perspective 529F (CNPFX) Fund Net Asset

Track net asset change of American Funds New Perspective 529F fund (CNPFX)

DateNet Asset
05/2016$59.18B
03/2016$58.12B
02/2016$54.55B
More historic net asset information on American Funds New Perspective 529F Fund (CNPFX)

  

Graph of American Funds New Perspective 529F Fund (CNPFX) Portfolio TrackingAmerican Funds New Perspective 529F (CNPFX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds New Perspective 529F fund (CNPFX)

DateCashStockBondOther
03/20169.37%89.83%0.16%0.18%
12/20154.5%90.77%0.18%4.43%
09/20154.28%90.64%0%5.07%
Click here to see more historic asset allocation information on American Funds New Perspective 529F Fund (CNPFX)

 

graph of American Funds New Perspective 529F Fund (CNPFX) Top 10 Position TrackingTop 10 Holdings in American Funds New Perspective 529F (CNPFX) Fund

Discover what American Funds New Perspective 529F Fund (CNPFX) manager is buying

Mar 30, 2016
NOVO NORDISK A/S B [5.18%]
Amazon.com, Inc. [3.98%]
Microsoft Corporation [1.97%]
Regeneron Pharmaceuticals, Inc. [1.6%]
Naspers Ltd Class N [1.59%]
The Priceline Group Inc. [1.46%]
Associated British Foods PLC [1.35%]
AIA Group Ltd [1.34%]
JP Morgan Chase & Co. Common St [1.29%]

Dec 30, 2015
NOVO NORDISK A/S B [5.65%]
Amazon.com, Inc. [4.71%]
Regeneron Pharmaceuticals, Inc. [2.3%]
Microsoft Corporation [2.27%]
Naspers Ltd Class N [1.6%]
The Priceline Group Inc. [1.44%]
JP Morgan Chase & Co. Common St [1.43%]
AIA Group Ltd [1.4%]
Associated British Foods PLC [1.37%]

Sep 29, 2015
NOVO NORDISK A/S B [5.85%]
Amazon.com, Inc. [3.94%]
Regeneron Pharmaceuticals, Inc. [2.17%]
Microsoft Corporation [2%]
Associated British Foods PLC [1.55%]
The Priceline Group Inc. [1.54%]
Naspers Ltd Class N [1.5%]
AIA Group Ltd [1.33%]
Delta Air Lines, Inc. Common St [1.3%]
Click here for Stock Holding Change Map in American Funds New Perspective 529F Fund (CNPFX)

  

Latest News on American Funds New Perspective 529F (CNPFX) Fund

See what is happening with American Funds New Perspective 529F Fund (CNPFX)

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American Funds New Perspective 529F Fund (CNPFX) Related ResourcesSee more information on American Funds New Perspective 529F (CNPFX) Fund

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