American Funds New Perspective Fund®

Shareclass

American Funds New Perspective 529A (CNPAX)

Type

Open-end mutual fund

Manager

American Funds/Capital Group

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

42.6

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 629 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Sanofi SA
0.2% of assets
$278.08M invested
2. AstraZeneca PLC
1.16% of assets
$1.65B invested
3. Publicis Groupe SA
0.36% of assets
$517.07M invested
4. L'Oreal SA
0.03% of assets
$36.45M invested
5. Iberdrola SA
0.02% of assets
$30.52M invested
6. Haleon PLC
0.06% of assets
$81.54M invested
7. Marriott International Inc Class A
0.12% of assets
$172.71M invested
8. Danone SA
0.28% of assets
$404.94M invested
9. DNB Bank ASA
0.05% of assets
$77.94M invested
10. Canadian Imperial Bank of Commerce
0.13% of assets
$187.28M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Heico Corp
0.27% of assets
$388.29M invested
2. Shopify Inc Registered Shs -A- Subord Vtg
1.11% of assets
$1.58B invested
3. CRISPR Therapeutics AG
0.13% of assets
$188.58M invested
4. MicroStrategy Inc Class A
0.04% of assets
$51.72M invested
5. Palantir Technologies Inc Ordinary Shares - Class A
0.15% of assets
$209.88M invested
6. Blackstone Inc
0.47% of assets
$662.72M invested
7. Keyence Corp
0.3% of assets
$433.61M invested
8. Brookfield Corp Registered Shs -A- Limited Vtg
0.15% of assets
$216.96M invested
9. Canadian Natural Resources Ltd
0.21% of assets
$293.88M invested
10. Tourmaline Oil Corp
0.1% of assets
$135.48M invested

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Financial performance

Performance data provided by

Find more financial data on CNPAX at Morningstar.com

Gender Equality and Returns

Returns chart for American Funds New Perspective Fund®

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

CNPAX

American Funds New Perspective Fund®

Family

American Funds/Capital Group

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.34% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CNPAX

American Funds New Perspective Fund®

Family

American Funds/Capital Group

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.34% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CNPAX

American Funds New Perspective Fund®

Family

American Funds/Capital Group

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.34% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CNPAX - American Funds New Perspective Fund®

5.59%

5.51%

15%

10%

55 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

-1.84%

-1.66%

-0.07%

1.34%

Same

Find more financial data on CNPAX at Morningstar.com

What's next?

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