American Funds New Perspective Fund® Class F-2 (ANWFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
68.28
+0.97 (1.44%)
Jun 24, 2025, 4:00 PM EDT
9.28%
Fund Assets 148.85B
Expense Ratio 0.52%
Min. Investment $250
Turnover 24.00%
Dividend (ttm) 3.33
Dividend Yield 4.83%
Dividend Growth 6.68%
Payout Frequency Annual
Ex-Dividend Date Dec 19, 2024
Previous Close 67.31
YTD Return 10.50%
1-Year Return 15.14%
5-Year Return 87.31%
52-Week Low 54.13
52-Week High 68.80
Beta (5Y) n/a
Holdings 279
Inception Date Aug 1, 2008

About ANWFX

American Funds New Perspective Fund® Class F-2 is a global large-cap growth mutual fund designed to seek long-term capital appreciation by investing primarily in common stocks of companies expected to benefit from shifts in international trade, economic cycles, and political relationships. The fund adopts a diversified, flexible approach, allocating assets across both U.S. and non-U.S. equities—recent portfolio allocation sees about 54% in U.S. stocks and 43% in international holdings. Its investment process emphasizes multinational firms that are positioned to capitalize on broad global trends, with particular focus on sectors such as information technology, industrials, consumer discretionary, financials, and healthcare. Notable portfolio holdings include leading technology and healthcare companies, reflecting its growth-oriented mandate. Supported by an experienced management team and deep research resources, the fund aims to provide exposure to changing global opportunities while moderating risk through diversification. With over $150 billion in assets, the fund stands as a significant player in the global growth category, appealing to those seeking broad international equity exposure within the mutual fund space.

Fund Family American Funds
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol ANWFX
Share Class Class F-2
Index MSCI AC World NR USD

Performance

ANWFX had a total return of 15.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.63%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FNPFX Class F-3 0.42%
RNPGX Class R-6 0.42%
RNPFX Class R-5 0.47%
FNFPX Class 529-f-3 0.48%

Top 10 Holdings

23.37% of assets
Name Symbol Weight
Meta Platforms, Inc. META 3.78%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.12%
Microsoft Corporation MSFT 3.05%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 2330 2.72%
Broadcom Inc. AVGO 2.19%
Tesla, Inc. TSLA 2.04%
NVIDIA Corporation NVDA 1.70%
Netflix, Inc. NFLX 1.63%
Eli Lilly and Company LLY 1.58%
The Estée Lauder Companies Inc. EL 1.56%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $3.3257 Dec 20, 2024
Dec 14, 2023 $3.1174 Dec 15, 2023
Dec 15, 2022 $2.0812 Dec 16, 2022
Dec 16, 2021 $4.7931 Dec 17, 2021
Dec 17, 2020 $2.6186 Dec 18, 2020
Dec 20, 2019 $1.8348 Dec 23, 2019
Full Dividend History