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Fund Intelligence | Best Managers | RNPEX Insights | RNPEX Score | RNPEX Performance | RNPEX News | RNPEX Allocation | RNPEX Holdings Change
American Funds New Perspective R4 (RNPEX) Fund Ranking and Research
Ranking, Research and Recommendation of American Funds New Perspective R4 (RNPEX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Robert T. Lovelace
Fund Manager Information
Fund Manager Tenure: 18.2 yearsSimilar Funds: RNPAX RNPBX RNPCX RNPFX RNPGX
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?)
American Funds New Perspective R4 Fund (RNPEX) Profile
Fund Profile and Description
American Funds New Perspective R4 Fund seeks capital appreciation and income. American Funds New Perspective R4 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.
What we like about American Funds New Perspective R4 (RNPEX) Fund
Data for American Funds New Perspective R4 Fund (RNPEX) as of May 30, 2016
- American Funds New Perspective R4 Fund (RNPEX) management has been with American Funds New Perspective R4 Fund for 18.2 years
- American Funds New Perspective R4 Fund (RNPEX) has good short-term performance (1-year return -3.11% vs -5.49% World Stock category median performance)
- American Funds New Perspective R4 Fund (RNPEX) has good mid-term performance (3-year return 7.42% vs 5.54% World Stock category median performance)
- American Funds New Perspective R4 Fund (RNPEX) has good Long-term performance (5-year return 7.54% vs 5.54% World Stock category median performance)
- 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
- Asset base in American Funds New Perspective R4 Fund (RNPEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- American Funds New Perspective R4 Fund (RNPEX) has an annual stock turnover rate of 27.00% vs World Stock average of 47.65%. 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 11.85, lower than category average of 12.23
- American Funds New Perspective R4 Fund (RNPEX) has a lower expense ratio than its World Stock average: 0.79% vs 1.28%
What we are cautious about American Funds New Perspective R4 (RNPEX) Fund
Data for American Funds New Perspective R4 Fund (RNPEX) as of May 30, 2016
- American Funds New Perspective R4 Fund (RNPEX) is less safe compared to its World Stock peers
- Even though American Funds New Perspective R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
What do you think?
Compare with other top World Stock category mutual funds
Aadditional top World Stock mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| American Funds New Perspective R4 | -0.67 | -3.11 | 7.42 | 7.54 | |
| Harbor Global Growth Instl (HGGAX) | 0.19 | -2.66 | 8.67 | 8.45 | Compare |
| VY Morgan Stanley Global Franchise A (IGFAX) | 5.17 | 5.32 | 7.52 | 8.58 | Compare |
| Columbia Select Global Equity A (IGLGX) | 2.74 | 1.01 | 6.58 | 5.54 | Compare |
See top fund managers for World Stock Category Funds
Compare with World Stock category ETFs
Some World Stock ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | iShares MSCI All Country World Mini Vol (ACWV) | 6.45% | 4.47% | 9.19% | First Trust Dow Jones Global Sel Div ETF (FGD) | 0 | 0 | 0 | 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% |
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American Funds New Perspective R4 (RNPEX) Fund Net Asset
Track net asset change of American Funds New Perspective R4 fund (RNPEX)
| Date | Net Asset |
| 05/2016 | $59.18B |
| 03/2016 | $58.12B |
| 02/2016 | $54.55B |
American Funds New Perspective R4 (RNPEX) Fund Portfolio Allocation
Track portfolio allocation change of American Funds New Perspective R4 fund (RNPEX)
| Date | Cash | Stock | Bond | Other |
| 03/2016 | 9.37% | 89.83% | 0.16% | 0.18% |
| 12/2015 | 4.5% | 90.77% | 0.18% | 4.43% |
| 09/2015 | 4.28% | 90.64% | 0% | 5.07% |
Top 10 Holdings in American Funds New Perspective R4 (RNPEX) Fund
Discover what American Funds New Perspective R4 Fund (RNPEX) manager is buying
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%] | 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%] | 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%] |
Latest News on American Funds New Perspective R4 (RNPEX) Fund
See what is happening with American Funds New Perspective R4 Fund (RNPEX)
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See more information on American Funds New Perspective R4 (RNPEX) Fund
Popular pages on American Funds New Perspective R4 (RNPEX) Fund
- American Funds New Perspective R4 (RNPEX) Fund Research and Recommendation
- American Funds New Perspective R4 (RNPEX) Fund Performance Data
- American Funds New Perspective R4 (RNPEX) Fund Manager Information
- Historic American Funds New Perspective R4 (RNPEX) Fund Asset Allocation Report
- Historic American Funds New Perspective R4 (RNPEX) Fund Top 10 Holding Tracking
- Historic American Funds New Perspective R4 (RNPEX) Fund Asset Under Management Tracking
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
