American Funds New Perspective Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 3 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

A third of the fund's holdings are usually in U.S. large-cap companies, with rest of its assets invested in international companies and a small percentage—usually about 5 percent—in emerging markets.

Asset Allocation

% Long % Net
Cash 6.13 6.13
Stocks 41.91 41.91
Bonds 0.08 0.08
Other 1.51 1.51
Foreign Bonds 0.06 0.06
Foreign Stocks 50.3 50.3
Convertible 0.01 0.01
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Novo Nordisk A/S NONOF 26.34 4.91
Amazon.com Inc AMZN -16.65 2.67
Google Inc Class A GOOGL 5.45 2.12
Bayer AG --- --- 1.69
Home Depot, Inc. HD 0.51 1.33
Delta Air Lines Inc DAL 47.18 1.32
Microsoft Corporation MSFT 13.42 1.21
Taiwan Semiconductor Manufacturing Co Ltd TSMWF --- 1.21
Naspers Ltd NAPRF 17.72 1.18
American Express Co AXP 5.6 1.16