NPFCX Rating, Research - American Funds New Perspective C

American Funds New Perspective C (npfcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 89

Threats + Weaknesses = 60

When strengths & opportunities substantially exceed threats & weaknesses an investment in the npfcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

American Funds New Perspective C (NPFCX) Description: NPFCX is a mutual fund, which is an investment that owns a basket of assets. The NPFCX mutual fund was provided by American Funds and this investment vehicle derives the majority of its value from equity holdings (stocks). American Fundss mutual fund has a long management tenure and is in the large fund size classification. NPFCXs minimum initial investment amount is $250 while the IRA minimum is $250. NPFCXs expense ratio is roughly 2%. The latest NPFCXs front end load was 0% and the back end load was 1%. The American Funds New Perspective C (NPFCX) mutual fund falls under the world stock category. NPFCX focuses its investments in EU and USA and NPFCX is not affiliated with a particular industry or fund sector. The American Funds New Perspective C (NPFCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NPFCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NPFCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return. The fund normally invests at least 80% of the assets in equity securities (see equity research) of companies of any market capitalization that fund management believes are undervalued. It has no geographic limits in where it may invest. The fund may invest in both developed and emerging markets. It may also gain exposure to commodity markets by investing up to 25% of total assets in BlackRock Cayman Global Dynamic Equity Fund I, Ltd, a wholly owned subsidiary of the fund which invests primarily in commodity-related instruments.

Management Analysis Update

American Funds New Perspective C has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update