The fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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New Perspective Fund, Class A S
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ANWPX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on ANWPX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
New Perspective Fund, Class A S
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Pre-filled with ANWPX's historical average return
Important: This projection uses simplified assumptions based on ANWPX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
ANWPX is the ticker symbol for New Perspective Fund, Class A S, a World Large Stock mutual fund managed by American Funds. The fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.
ANWPX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
ANWPX has posted a 1-year return of +19.23%, 3-year return of +22.58%, 5-year return of +12.68%, 10-year return of +424.09%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
ANWPX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether ANWPX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, World Large Stock category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
