Fund Details

Summary

Internal Prompt

A flexible approach to global growth. Seeks to take advantage of evolving global trade patterns by predominantly investing in multinational companies that have strong growth prospects.

Price at NAV $53.07 as of 5/26/2023 (updated daily)

Fund Assets (millions) $115,209.6

Portfolio Managers

Expense Ratio

0.72%

Quarterly Fund Fact Sheet (PDF)

Prospectus (PDF)

Internal Prompt

Returns at NAV
Returns at MOP

Returns at NAV

Returns at MOP

Read important investment disclosures

-3.47%

1-year return

7.81%

5-year return

9.53%

10-year return

0.27%

30-Day SEC Yield

Returns as of 4/30/23 (updated monthly). Yield as of 4/30/23 (updated monthly).

Asset Mix

	U.S. Equities49.3%		Non-U.S. Equities44.5%
	U.S. Bonds0.0%		Non-U.S. Bonds0.0%
	Cash & Equivalents 6.2%

	U.S. Equities49.3%
	Non-U.S. Equities44.5%
	U.S. Bonds0.0%
	Non-U.S. Bonds0.0%
	Cash & Equivalents 6.2%

As of 4/30/2023 (updated monthly)

Internal Prompt

Volatility & Return

VIEW LARGER CHART

Read important investment disclosures

Equities

For Class A Shares, this chart tracks the 10-year standard deviation

and 10-year annualized return of the equity funds

ANWPX

MSCI All Country World Index (ACWI)

Other AF Funds

Standard Deviation as of 04/30/2023 (updated monthly) . Annualized return as of 04/30/2023 (updated monthly) .

VIEW LARGER CHART

Market Capitalization

84.9%

Large

14.3%

Medium

0.9%

Small

$103,468.91 Million

Weighted Average

As of 3/31/2023 (updated quarterly). Morningstar data as of 3/31/2023 (updated quarterly).

Morningstar Ownership Zone^TM

Global Large-Stock Growth

Weighted average of holdings

75% of fund's stock holdings

Morningstar data as of 3/31/23 (updated quarterly)

INSIGHTS ON THE MORNINGSTAR OWNERSHIP ZONE

Description

Objective

The fund's investment objective is to provide you with long-term growth of capital.

Distinguishing Characteristics

Seeks to take advantage of evolving global trade patterns by predominantly investing in companies that have potential for growth in capital. Invests primarily in multinational companies with a meaningful share of their sales and operations outside of their home countries. This approach provides the strategy’s portfolio managers with geographic flexibility and the ability to navigate different markets.

Types of Investments

The fund invests primarily in common stocks, convertibles, preferred stocks, bonds and cash.

Fund Facts

Fund Inception	3/13/1973
Fund Assets (millions) As of 4/30/2023	$115,209.6
Companies/Issuers Holdings are as of 3/31/2023 (updated quarterly).	286+
Shareholder Accounts Shareholder accounts are as of 4/30/2023	1,807,527
Regular Dividends Paid	Dec

Minimum Initial Investment	$250
Capital Gains Paid	Dec
Portfolio Turnover (2022)	21%
Fiscal Year-End	Sep
Prospectus Date	12/01/2022
CUSIP	648018 10 9
Fund Number	7

Returns

Internal Prompt

Month-End Returns as of 4/30/23
Quarter-End Returns as of 3/31/23

ANNUAL RETURNS CHART

Month-End Returns as of 4/30/23

Returns at NAV

| at MOP

Read important investment disclosures

ANWPX

MSCI All Country World Index (ACWI)

ANNUAL RETURNS CHART

Quarter-End Returns as of 3/31/23

Growth of 10K
High & Low Prices

Growth of 10K

Read important investment disclosures

For Class A Shares, this chart tracks a hypothetical investment with dividends reinvested through 12/31/2022.

VIEW LARGER CHART

ANWPX

MSCI All Country World Index (ACWI)

VIEW LARGER CHART

High & Low Prices

Internal Prompt

Yield

	12-month
	Distribution Rates	30-day SEC Yield
Fund at NAV	0.73%	N/A
Fund at MOP	0.69%	0.27%

As of 4/30/2023 (updated monthly)

Valuation

	Price/	Price/	Price/
	Book	Cash Flow	Earnings
Fund	3.11	9.84	18.23
MSCI All Country World Index (ACWI)	2.30	8.70	15.90

Fund as of 3/31/23. Index as of 3/31/23.

Portfolio Management

LEARN ABOUT THE CAPITAL SYSTEM^SM

Years of Experience with Fund

Years of Experience with Capital Group

Years of Experience with Investment Industry

Barbara Burtin 14 14 4

Patrice Collette 28 23 4

Brady L. Enright 31 26 17

Noriko Honda Chen 32 24 10

Joanna F. Jonsson 34 32 17

Jonathan Knowles 31 31 18

Robert W. Lovelace 37 37 22

Andraz Razen 24 18 7

Steven T. Watson 35 33 17

Barbara Burtin	4	14
Patrice Collette	4	23	28
Brady L. Enright	17	26	31
Noriko Honda Chen	10	24	32
Joanna F. Jonsson	17	32	34
Jonathan Knowles	18	31
Robert W. Lovelace	22	37
Andraz Razen	7	18	24
Steven T. Watson	17	33	35

A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

Ratings & Risk

Morningstar Rating ^TM

Overall Morningstar Rating^TM Funds rated(308)
3-yr. Morningstar Rating^TM (308 funds rated)
5-yr. Morningstar Rating^TM (268 funds rated)
10-yr. Morningstar Rating^TM (179 funds rated)
Overall Morningstar Risk	Average HIGH LOW
Category	Global Large-Stock Growth

ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS

Ratings are based on risk-adjusted returns as of 4/30/2023 (updated monthly).

Internal Prompt

Lipper Leader Scorecard

	Overall Over-all	3 yr.	5 yr.	10 yr.
Consistent Return Within Category Funds Rated	(187)	(187)	(172)	(118)
Expense Within Category Funds Rated	(45)	(45)	(43)	(34)
Preservation Within Category Funds Rated	(12487)	(12487)	(11399)	(8006)
Tax Efficiency Within Category Funds Rated	(188)	(188)	(172)	(118)
Total Return Within Category Funds Rated	(188)	(188)	(172)	(118)
Category		Global Large-Cap Growth

KEY

HIGHEST

LOWEST

As of 4/30/2023 (updated monthly)

Risk Measures

Fund
Standard Deviation	15.60
Sharpe Ratio	0.64
For the 10 Years ending 4/30/23 (updated monthly).
	American Funds/ Morningstar Benchmark
	MSCI ACWI NR USD
R-squared	95
Beta	1.05
Capture Ratio (Downside/Upside)	99/108
American Funds and Morningstar Benchmark for the 10 Years ending 4/30/23 (updated monthly).

Holdings

Equities Breakdown

Sectors | Top Industries

Equity Fund Holdings

	Information technology 18.7%
	Health care 17.5%
	Consumer discretionary 12.6%
	Industrials 11.2%
	Financials 11.0%
	Consumer staples 6.6%
	Communication services 6.0%
	Materials 5.3%
	Energy 4.2%
	Utilities 1.1%
	Real estate 0.6%

% of net assets as of 3/31/2023 (updated quarterly)

Microsoft

4.4%

Novo Nordisk

2.8%

Meta Platforms

2.2%

TSMC

2.1%

ASML

2.0%

Tesla Inc

1.6%

AstraZeneca

1.5%

LVMH Moet Hennessy Louis Vuitton

1.4%

Broadcom

1.4%

Eli Lilly

1.4%

% of net assets as of 4/30/2023 (updated monthly)

QUARTERLY HOLDINGS

HOLDINGS SEARCH

Geographic Breakdown

Regions | Top Countries

United States

50.2%

Europe

28.8%

Asia & Pacific Basin

10.9%

Other (Including Canada & Latin America)

4.9%

Cash & equivalents

5.2%

% of net assets as of 3/31/2023 (updated quarterly)

The New Geography of Investing ®

Equity Portion Breakdown by Domicile | Equity Portion Breakdown by Revenue

Regions	Fund	MSCI All Country World Index (ACWI)
United States	53.0%	60.6%
Canada	3.1%	3.0%
Europe	30.7%	17.0%
Japan	3.2%	5.5%
Asia-Pacific ex. Japan	3.0%	3.0%
Emerging Markets	7.1%	10.9%

% of net assets as of 3/31/2023 (updated quarterly)

Regions	Fund	MSCI All Country World Index (ACWI)
United States	50.2%	60.6%
Canada	2.9%	3.0%
Europe	29.1%	17.0%
Japan	3.0%	5.5%
Asia-Pacific ex. Japan	2.8%	3.0%
Emerging Markets	6.8%	10.9%
Cash & Equivalents	5.2%	0.0%

% of net assets as of 3/31/2023 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End
Historical Prices Year-End

FIND HISTORICAL PRICES

Historical Prices Month-End

2023

FIND HISTORICAL PRICES

Historical Prices Year-End

Internal Prompt

Historical Distributions as of 01/26/23

Historical Distributions as of 01/26/23

2022

Record Date	Calculated Date	Pay Date	Income Dividend Regular	Income Dividend Special	Cap. Gains Long-Term	Cap. Gains Short-Term	Reinvest NAV
12/15/22	12/15/22	12/16/22	$0.3959	$0.00	$1.5727	$0.00	$48.11
		2022 Year-to-Date:	Dividends Subtotal: $0.3959		Cap Gains Subtotal: $1.5727
			Total Distributions: $1.9686

Rate	As of Date
0.00000000	12/16/2022
0.00000000	12/19/2022
0.00000000	12/20/2022
0.00000000	12/21/2022
0.00000000	12/22/2022
0.00000000	12/23/2022
0.00000000	12/27/2022
0.00000000	12/28/2022
0.00000000	12/29/2022
0.00000000	12/30/2022
0.00000000	01/03/2023
0.00000000	01/04/2023
0.00000000	01/05/2023
0.00000000	01/06/2023
0.00000000	01/09/2023
0.00000000	01/10/2023
0.00000000	01/11/2023
0.00000000	01/12/2023
0.00000000	01/13/2023
0.00000000	01/17/2023
0.00000000	01/18/2023
0.00000000	01/19/2023
0.00000000	01/20/2023
0.00000000	01/23/2023
0.00000000	01/24/2023
0.00000000	01/25/2023
0.00000000	01/26/2023
0.00000000	01/27/2023
0.00000000	01/30/2023
0.00000000	01/31/2023
0.00000000	02/01/2023
0.00000000	02/02/2023
0.00000000	02/03/2023
0.00000000	02/06/2023
0.00000000	02/07/2023
0.00000000	02/08/2023
0.00000000	02/09/2023
0.00000000	02/10/2023
0.00000000	02/13/2023
0.00000000	02/14/2023
0.00000000	02/15/2023
0.00000000	02/16/2023
0.00000000	02/17/2023
0.00000000	02/21/2023
0.00000000	02/22/2023
0.00000000	02/23/2023
0.00000000	02/24/2023
0.00000000	02/27/2023
0.00000000	02/28/2023
0.00000000	03/01/2023
0.00000000	03/02/2023
0.00000000	03/03/2023
0.00000000	03/06/2023
0.00000000	03/07/2023
0.00000000	03/08/2023
0.00000000	03/09/2023
0.00000000	03/10/2023
0.00000000	03/13/2023
0.00000000	03/14/2023
0.00000000	03/15/2023
0.00000000	03/16/2023
0.00000000	03/17/2023
0.00000000	03/20/2023
0.00000000	03/21/2023
0.00000000	03/22/2023
0.00000000	03/23/2023
0.00000000	03/24/2023
0.00000000	03/27/2023
0.00000000	03/28/2023
0.00000000	03/29/2023
0.00000000	03/30/2023
0.00000000	03/31/2023
0.00000000	04/03/2023
0.00000000	04/04/2023
0.00000000	04/05/2023
0.00000000	04/06/2023
0.00000000	04/10/2023
0.00000000	04/11/2023
0.00000000	04/12/2023
0.00000000	04/13/2023
0.00000000	04/14/2023
0.00000000	04/17/2023
0.00000000	04/18/2023
0.00000000	04/19/2023
0.00000000	04/20/2023
0.00000000	04/21/2023
0.00000000	04/24/2023
0.00000000	04/25/2023
0.00000000	04/26/2023
0.00000000	04/27/2023
0.00000000	04/28/2023
0.00000000	05/01/2023
0.00000000	05/02/2023
0.00000000	05/03/2023
0.00000000	05/04/2023
0.00000000	05/05/2023
0.00000000	05/08/2023
0.00000000	05/09/2023
0.00000000	05/10/2023
0.00000000	05/11/2023
0.00000000	05/12/2023
0.00000000	05/15/2023
0.00000000	05/16/2023
0.00000000	05/17/2023
0.00000000	05/18/2023
0.00000000	05/19/2023
0.00000000	05/22/2023
0.00000000	05/23/2023
0.00000000	05/24/2023
0.00000000	05/25/2023
0.00000000	05/26/2023

FIND HISTORICAL DISTRIBUTIONS

Rate		As of-Date
0.00000000		12/16/2022
0.00000000		12/19/2022
0.00000000		12/20/2022
0.00000000		12/21/2022
0.00000000		12/22/2022
0.00000000		12/23/2022
0.00000000		12/27/2022
0.00000000		12/28/2022
0.00000000		12/29/2022
0.00000000		12/30/2022
0.00000000		01/03/2023
0.00000000		01/04/2023
0.00000000		01/05/2023
0.00000000		01/06/2023
0.00000000		01/09/2023
0.00000000		01/10/2023
0.00000000		01/11/2023
0.00000000		01/12/2023
0.00000000		01/13/2023
0.00000000		01/17/2023
0.00000000		01/18/2023
0.00000000		01/19/2023
0.00000000		01/20/2023
0.00000000		01/23/2023
0.00000000		01/24/2023
0.00000000		01/25/2023
0.00000000		01/26/2023
0.00000000		01/27/2023
0.00000000		01/30/2023
0.00000000		01/31/2023
0.00000000		02/01/2023
0.00000000		02/02/2023
0.00000000		02/03/2023
0.00000000		02/06/2023
0.00000000		02/07/2023
0.00000000		02/08/2023
0.00000000		02/09/2023
0.00000000		02/10/2023
0.00000000		02/13/2023
0.00000000		02/14/2023
0.00000000		02/15/2023
0.00000000		02/16/2023
0.00000000		02/17/2023
0.00000000		02/21/2023
0.00000000		02/22/2023
0.00000000		02/23/2023
0.00000000		02/24/2023
0.00000000		02/27/2023
0.00000000		02/28/2023
0.00000000		03/01/2023
0.00000000		03/02/2023
0.00000000		03/03/2023
0.00000000		03/06/2023
0.00000000		03/07/2023
0.00000000		03/08/2023
0.00000000		03/09/2023
0.00000000		03/10/2023
0.00000000		03/13/2023
0.00000000		03/14/2023
0.00000000		03/15/2023
0.00000000		03/16/2023
0.00000000		03/17/2023
0.00000000		03/20/2023
0.00000000		03/21/2023
0.00000000		03/22/2023
0.00000000		03/23/2023
0.00000000		03/24/2023
0.00000000		03/27/2023
0.00000000		03/28/2023
0.00000000		03/29/2023
0.00000000		03/30/2023
0.00000000		03/31/2023
0.00000000		04/03/2023
0.00000000		04/04/2023
0.00000000		04/05/2023
0.00000000		04/06/2023
0.00000000		04/10/2023
0.00000000		04/11/2023
0.00000000		04/12/2023
0.00000000		04/13/2023
0.00000000		04/14/2023
0.00000000		04/17/2023
0.00000000		04/18/2023
0.00000000		04/19/2023
0.00000000		04/20/2023
0.00000000		04/21/2023
0.00000000		04/24/2023
0.00000000		04/25/2023
0.00000000		04/26/2023
0.00000000		04/27/2023
0.00000000		04/28/2023
0.00000000		05/01/2023
0.00000000		05/02/2023
0.00000000		05/03/2023
0.00000000		05/04/2023
0.00000000		05/05/2023
0.00000000		05/08/2023
0.00000000		05/09/2023
0.00000000		05/10/2023
0.00000000		05/11/2023
0.00000000		05/12/2023
0.00000000		05/15/2023
0.00000000		05/16/2023
0.00000000		05/17/2023
0.00000000		05/18/2023
0.00000000		05/19/2023
0.00000000		05/22/2023
0.00000000		05/23/2023
0.00000000		05/24/2023
0.00000000		05/25/2023
0.00000000		05/26/2023

Fees & Expenses

Internal Prompt

Fees


Annual Management Fees	0.37%
Other Expenses	0.11%
Service 12b-1	0.24%

As of each fund's most recent prospectus.

Internal Prompt

Expense Ratio

ANWPX	0.72%
Lipper Global Funds Average	1.20%

Fund as of most recent prospectus. Lipper Category as of 3/31/23 (updated quarterly).

Resources

Literature for ANWPX

Quarterly Fund Fact Sheet (PDF) 05/23
Quarterly Attribution Report (PDF) 04/23
Single Sheet (PDF) 12/22
Summary Prospectus (PDF) 12/22
Prospectus (PDF) 12/22
Statement of additional information (PDF) 12/22
Semi-Annual Report (PDF) 05/23
Annual Report (PDF) 11/22

About Our Funds

Share Class Pricing and Breakpoints
American Funds Portfolio Resources
Advisor’s Guide
Common Holdings in Our Funds Table (PDF)
Dividend Calendar (PDF)
Stats Update (PDF)
Resource Guide (PDF)

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Investment Fund

New Perspective Fund ® (ANWPX)

Summary

Returns at NAV

Returns at MOP

Returns at NAV

Returns at MOP

Asset Mix

Volatility & Return

Market Capitalization

Morningstar Ownership ZoneTM

Description

Fund Facts

Returns

Month-End Returns as of 4/30/23

Quarter-End Returns as of 3/31/23

Month-End Returns as of 4/30/23

Quarter-End Returns as of 3/31/23

Growth of 10K

High & Low Prices

Growth of 10K

High & Low Prices

Yield

Valuation

Portfolio Management

Ratings & Risk

Morningstar Rating TM

Lipper Leader Scorecard

Risk Measures

Holdings

Equities Breakdown

Top Equities

Geographic Breakdown

The New Geography of Investing ®

Fund Breakdown by Domicile

Prices & Distributions

Historical Prices Month-End

Historical Prices Year-End

Historical Prices Month-End

Historical Prices Year-End

Historical Distributions as of 01/26/23

Historical Distributions as of 01/26/23

Fees & Expenses

Fees

Expense Ratio

Resources

Literature for ANWPX

About Our Funds

CAPITAL IDEAS^TM

PRACTICELAB^®

Morningstar Ownership Zone^TM

Morningstar Rating ^TM