Is Anwpx a good investment?
Overall, American Funds New Perspective A ( ANWPX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now.
What type of fund is Anwpx?
Global Large-Cap Growth
Fund Details
Category | Global Large-Cap Growth |
---|---|
Fund Family | American Funds Cl A |
Fund Status | Open |
Fund Inception | March 13, 1973 |
Manager | Team Managed |
Does Anwpx pay dividends?
Model portfolio targeting 7-9% dividend yield. Master Limited Partnerships.
Is New Perspective fund a mutual fund?
New Perspective Fund – A | American Funds….Fund Facts.
Fund Inception | 3/13/1973 |
---|---|
Fund Assets (millions) As of 2/28/2022 | $129,511.2 |
Companies/Issuers Holdings are as of 12/31/2021 (updated quarterly). | 293+ |
Which American Fund is best?
With this in mind, here are some of the best American Funds to consider.
- American Funds Growth Fund of America: AGTHX.
- American Funds Fundamental Investors: ANCFX.
- American Funds SMALLCAP World: SMCWX.
- American Funds EuroPacific Growth: AEPGX.
- American Funds Washington Mutual Investors Fund: AWSHX.
What are the breakpoints for American funds?
There is no sales charge on purchases of American Funds U.S. Government Money Market FundSM Class A shares….Sales charges and breakpoints for Class A shares.
Equity fund sales charges | |
---|---|
Less than $25,000 | 5.75% |
$25,000 to $50,000 | 5.00% |
$50,000 to $100,000 | 4.50% |
$100,000 to $250,000 | 3.50% |
What companies are in Awshx?
Top 10 Holdings (30.63% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Marsh & McLennan Companies Inc | MMC | 2.09% |
The Home Depot Inc | HD | 1.97% |
CVS Health Corp | CVS | 1.87% |
Pfizer Inc | PFE | 1.76% |
What is the difference between F1 and F2 shares?
The F1 share class removed the commission, while the F2 class introduced a couple years ago removed the 12b-1 fee, but maintained the sub transfer agency fee.
Is American Funds A good mutual fund?
The Bottom Line American Funds offers high-quality, low-cost mutual funds available through brokers, (some) online discount brokers, and in 401(k) plans. When purchased outside of a 401(k) plan, investors will typically pay a sales charge.