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New Perspective Fund, Class C Shares: (MF: NPFCX)

(NASDAQ Mutual Funds) As of Oct 6, 2026 05:16 PM ET

$70.62 USD

+0.17 (0.24%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.98 78
3 months 0.11 73
6 months 4.37 66
1 Year 12.52 68
3 Year 16.41 50
5 Year 6.72 60
10 Year 12.35 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 168.83
Bear Market (10/07 - 2/09) -49.61
Bull Market (2/09 - 3/21) 760.94

Load Adjusted Returns as of Aug 31, 2026

1 Year 13.44
5 Year 7.54
10 Year 12.82
Since Inception 8.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.46 12.74 NA NA
2025 -2.12 14.36 5.16 2.22
2024 8.19 2.64 5.57 -1.14
2023 10.04 6.00 -4.62 11.15
2022 -10.18 -19.19 -6.27 8.50
2021 2.00 8.02 -0.36 6.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.9720.3315.9023.67-26.1916.8432.3529.08-6.5827.861.08
% Total Return Rel to Index -6.05-1.01-3.32-0.74-7.09-1.3118.283.873.837.74-4.25
% Total Return Rel to Peer -4.691.853.515.03-6.620.6315.694.333.445.63-4.49
% Perf Quintile vs Peer* 5.003.002.002.004.003.002.002.002.002.005.00
% Dividends 0.000.240.000.110.130.000.000.130.100.000.00
% Yield 0.000.320.370.400.270.000.000.270.250.000.00
Capital Gains ($) 0.003.872.812.471.574.432.421.252.412.171.08
Expense Ratio 1.471.471.481.501.471.471.491.521.531.551.57

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