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

Mutual Fund Insights: American Funds New Perspective R4 Fund (RNPEX)

In-depth Analysis of American Funds New Perspective R4 Fund (RNPEX)

Mutual fund chart: American Funds New Perspective R4 Fund (RNPEX)

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See American Funds New Perspective R4 Fund (RNPEX) performance details as of February 28, 2010

  

    Last Trade: $25.77 on 3/19/2010, Change: -0.14 (-0.54%)

  

Fund Manager - Jonathan L. Knowles

Fund Manager Tenure: 5.3 years   [Similar Funds: RNPAX  RNPBX  RNPCX  RNPFX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Jonathan L. Knowles is vice president of Capital Research and Management Company.  Get more insights on Jonathan L. Knowles

  

What we like about American Funds New Perspective R4 Fund (RNPEX) What we like about American Funds New Perspective R4 Fund (RNPEX)

Data for American Funds New Perspective R4 Fund (RNPEX) as of February 28, 2010

  • American Funds New Perspective R4 Fund (RNPEX) management has been with American Funds New Perspective R4 Fund for 5.3 years
  • American Funds New Perspective R4 Fund (RNPEX) has good Long-term performance (5-year return 4.91% vs 2.24 % World Stock category average)
  • American Funds New Perspective R4 Fund (RNPEX) ratio of up-years vs down years is greater than 2
  • American Funds New Perspective R4 Fund (RNPEX) has a Morningstar rating of 4 and above
  • American Funds New Perspective R4 Fund (RNPEX) has an annual stock turnover rate of 32.00% vs World Stock average of 107.12%. It is good that American Funds New Perspective R4 management does not trade extensively for its return.
  • American Funds New Perspective R4 Fund (RNPEX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.96, lower than category average of 23.02
  • American Funds New Perspective R4 Fund (RNPEX) has a lower management fee than its World Stock average: 0.82% vs 1.53%

  

What we are cautious about American Funds New Perspective R4 Fund (RNPEX) What we are cautious about American Funds New Perspective R4 Fund (RNPEX)

Data for American Funds New Perspective R4 Fund (RNPEX) as of February 28, 2010

  • American Funds New Perspective R4 Fund (RNPEX) has a less-than-ideal short-term performance (1-year return 54.21% vs 55.76 % World Stock category average)
  • American Funds New Perspective R4 Fund (RNPEX) has a less-than-ideal mid-term performance (3-year return -1.34% vs -5.50 % World Stock category average)
  • Even though American Funds New Perspective R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds New Perspective R4 Fund (RNPEX) performance details as of February 28, 2010

  

  

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American Funds New Perspective R4 Fund (RNPEX) Net Asset

Track net asset change of American Funds New Perspective R4 fund (RNPEX)

DateNet Asset
02/2010$41.48B
01/2010$970.44M
11/2009$945.77M
More historic net asset information on American Funds New Perspective R4 Fund (RNPEX)

  

American Funds New Perspective R4 Fund (RNPEX) Portfolio Allocation

Track portfolio allocation change of American Funds New Perspective R4 fund (RNPEX)

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 R4 Fund (RNPEX)

  

Most Recent Top 10 Holdings in American Funds New Perspective R4 Fund (RNPEX)

Discover what American Funds New Perspective R4 Fund (RNPEX) 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 R4 Fund (RNPEX)

  

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