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New Perspective Fund, Class A Shares: (MF: ANWPX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 05:40 PM ET

$74.72 USD

-0.54 (-0.72%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.94 78
3 months 2.60 61
6 months 2.34 81
1 Year 12.72 71
3 Year 15.39 43
5 Year 7.63 53
10 Year 12.89 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 180.43
Bear Market (10/07 - 2/09) -49.08
Bull Market (2/09 - 3/21) 880.65

Load Adjusted Returns as of Jul 31, 2026

1 Year 9.18
5 Year 7.09
10 Year 13.01
Since Inception 12.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.29 12.96 NA NA
2025 -1.94 14.58 5.37 2.41
2024 8.40 2.82 5.77 -0.94
2023 10.23 6.21 -4.44 11.35
2022 -10.02 -19.02 -6.09 8.39
2021 2.18 8.21 -0.16 6.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.5221.2416.7924.58-25.8417.7333.3530.08-5.8528.891.87
% Total Return Rel to Index -5.58-0.10-2.430.17-6.74-0.4319.274.884.578.77-3.45
% Total Return Rel to Peer -4.222.764.405.94-6.281.5216.685.344.176.66-3.70
% Perf Quintile vs Peer* 4.002.002.002.004.003.001.002.002.002.005.00
% Dividends 0.000.760.360.520.390.220.070.470.440.190.29
% Yield 0.000.971.091.210.760.290.110.921.050.400.75
Capital Gains ($) 0.003.872.812.471.574.432.421.252.412.171.08
Expense Ratio 0.720.710.730.750.720.720.750.750.740.750.77

* 1 = Top 20%, 5 = Bottom 20%