Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | RNPBX Insights | RNPBX Score | RNPBX Performance | RNPBX Manager | RNPBX News | RNPBX Allocation | RNPBX Holdings Change

Mutual Fund Insights: American Funds New Perspective R2 Fund (RNPBX)

In-depth Analysis of American Funds New Perspective R2 Fund (RNPBX)

Mutual fund chart: American Funds New Perspective R2 Fund (RNPBX)

3 months
6 months
1 year
3 year
5 year

See American Funds New Perspective R2 Fund (RNPBX) performance details as of January 31, 2010

  

    Last Trade: $25.21 on 3/15/2010, Change: -0.15 (-0.59%)

  

Fund Manager - Gregg E. Ireland

Fund Manager Tenure: 17.3 years   [Similar Funds: RNPAX  RNPCX  RNPEX  RNPFX ]
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 R2 Fund (RNPBX) What we like about American Funds New Perspective R2 Fund (RNPBX)

Data for American Funds New Perspective R2 Fund (RNPBX) as of January 31, 2010

  • American Funds New Perspective R2 Fund (RNPBX) management has been with American Funds New Perspective R2 Fund for 17.3 years
  • American Funds New Perspective R2 Fund (RNPBX) has good mid-term performance (3-year return -3.14% vs -6.17% World Stock category average)
  • American Funds New Perspective R2 Fund (RNPBX) has good Long-term performance (5-year return 4.34% vs 2.47% World Stock category average)
  • American Funds New Perspective R2 Fund (RNPBX) ratio of up-years vs down years is greater than 2
  • American Funds New Perspective R2 Fund (RNPBX) has a Morningstar rating of 4 and above
  • American Funds New Perspective R2 Fund (RNPBX) has an annual stock turnover rate of 32.00% vs World Stock average of 93.35%. It is good that American Funds New Perspective R2 management does not trade extensively for its return.
  • American Funds New Perspective R2 Fund (RNPBX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.93, lower than category average of 22.99

  

What we are cautious about American Funds New Perspective R2 Fund (RNPBX) What we are cautious about American Funds New Perspective R2 Fund (RNPBX)

Data for American Funds New Perspective R2 Fund (RNPBX) as of January 31, 2010

  • American Funds New Perspective R2 Fund (RNPBX) has a less-than-ideal short-term performance (1-year return 40.36% vs 40.69% World Stock category average)
  • American Funds New Perspective R2 Fund (RNPBX) has a higher management fee of 1.71% than its World Stock average of 1.53%
  • Even though American Funds New Perspective R2 Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses
See American Funds New Perspective R2 Fund (RNPBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar World Stock category?

Below are some additional World Stock mutual funds generated out of our database

  

American Funds New Perspective R2 Fund (RNPBX) Net Asset

Track net asset change of American Funds New Perspective R2 fund (RNPBX)

DateNet Asset
01/2010$570.71M
11/2009$558.94M
10/2009$544.79M
More historic net asset information on American Funds New Perspective R2 Fund (RNPBX)

  

American Funds New Perspective R2 Fund (RNPBX) Portfolio Allocation

Track portfolio allocation change of American Funds New Perspective R2 fund (RNPBX)

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 R2 Fund (RNPBX)

  

Most Recent Top 10 Holdings in American Funds New Perspective R2 Fund (RNPBX)

Discover what American Funds New Perspective R2 Fund (RNPBX) 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 R2 Fund (RNPBX)

  

Related books and products to American Funds New Perspective R2 Fund (RNPBX)

  

Latest News on American Funds New Perspective R2 (RNPBX)

See what is happening with American Funds New Perspective R2 Fund (RNPBX)

 

Books and Resources

 

 

See more information on American Funds New Perspective R2 Fund (RNPBX)