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New Perspective Fund, Class R-6 Shares: (MF: RNPGX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$64.03 USD

+1.43 (2.28%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -1.88 56
3 months -1.88 56
6 months -2.73 48
1 Year 5.96 34
3 Year 5.89 43
5 Year 15.61 18
10 Year 10.74 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2025

1 Year 5.96
5 Year 15.60
10 Year 10.74
Since Inception 12.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.88 NA NA NA
2024 8.49 2.90 5.86 -0.86
2023 10.33 6.30 -4.36 11.44
2022 -9.96 -18.95 -6.04 8.49
2021 2.26 8.30 -0.08 6.72
2020 -18.20 23.88 12.65 17.20

Annual Return

20252024202320222021202020192018201720162015
% Total Return -1.8817.1625.01-25.6118.0933.8030.47-5.5629.292.205.63
% Total Return Rel to Index -0.19-2.060.59-6.51-0.0719.725.274.869.17-3.128.39
% Total Return Rel to Peer -1.404.786.37-6.041.8817.135.734.467.06-3.377.90
% Perf Quintile vs Peer* 0.000.001.004.002.001.002.001.002.004.001.00
% Dividends 0.000.570.700.570.420.240.620.580.320.400.37
% Yield 0.000.830.911.100.570.361.201.370.671.060.93
Capital Gains ($) 0.002.812.471.574.432.421.252.412.171.081.95
Expense Ratio 0.000.410.420.410.410.420.440.440.450.450.45

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