American Funds New Perspective Fund Class R-6 (RNPGX)

$69.87
D Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds New Perspective Fund Class R-6 31 0.87 15.45% -4.21% 0.45%
U.S. All Cap - Growth 33 0.96 21.83% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.24% 10.47% -5.23%
Year-to-Date 15.45% 21.83% -6.38%
1 Year 33.32% 34.72% -1.40%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

31%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 31% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.45%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$581

Real cost (fees + lost compounding)

$718

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
2.17%