Fund Details

Overview

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 $53.57 as of 8/17/2022 (updated daily)

Fund Assets (millions) $114,480.4

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

-21.85%

1-year return

8.80%

5-year return

10.95%

10-year return

0.27%

30-Day SEC Yield

Returns as of 7/31/22 (updated monthly). Yield as of 7/31/22 (updated monthly).

Asset Mix

	U.S. Equities54.2%		Non-U.S. Equities38.8%
	U.S. Bonds0.0%		Non-U.S. Bonds0.0%
	Cash & Equivalents 7.0%

	U.S. Equities54.2%
	Non-U.S. Equities38.8%
	U.S. Bonds0.0%
	Non-U.S. Bonds0.0%
	Cash & Equivalents 7.0%

As of 7/31/2022 (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 07/31/2022 (updated monthly) . Annualized return as of 07/31/2022 (updated monthly) .

VIEW LARGER CHART

Market Capitalization

85.7%

Large

13.5%

Medium

0.8%

Small

$106,254.21 Million

Weighted Average

As of 6/30/2022 (updated quarterly). Morningstar data as of 6/30/2022 (updated quarterly).

Morningstar Ownership Zone^TM

Global Large-Stock Growth

Weighted average of holdings

75% of fund's stock holdings

Morningstar data as of 6/30/22 (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 7/31/2022	$114,480.4
Companies/Issuers Holdings are as of 6/30/2022 (updated quarterly).	289+
Shareholder Accounts Shareholder accounts are as of 7/31/2022	1,840,805
Regular Dividends Paid	Dec

Minimum Initial Investment	$250
Capital Gains Paid	Dec
Portfolio Turnover (2021)	22%
Fiscal Year-End	Sep
Prospectus Date	12/01/2021
CUSIP	648018 10 9
Fund Number	7

Returns

Internal Prompt

Month-End Returns as of 7/31/22
Quarter-End Returns as of 6/30/22

ANNUAL RETURNS CHART

Month-End Returns as of 7/31/22

Returns at NAV

| at MOP

Read important investment disclosures

ANWPX

MSCI All Country World Index (ACWI)

ANNUAL RETURNS CHART

Quarter-End Returns as of 6/30/22

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 12/31/2021.

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	0.39%	N/A
Fund at MOP	0.37%	0.27%

As of 7/31/2022 (updated monthly)

Valuation

	Price/	Price/	Price/
	Book	Cash Flow	Earnings
Fund	2.68	10.40	16.53
MSCI All Country World Index (ACWI)	2.10	7.80	13.90

Fund as of 6/30/22. Index as of 6/30/22.

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 13 13 3

Patrice Collette 27 22 3

Brady L. Enright 30 25 16

Noriko Honda Chen 31 23 9

Joanna F. Jonsson 33 31 16

Jonathan Knowles 30 30 17

Robert W. Lovelace 36 36 21

Andraz Razen 23 17 6

Steven T. Watson 34 32 16

Barbara Burtin	3	13
Patrice Collette	3	22	27
Brady L. Enright	16	25	30
Noriko Honda Chen	9	23	31
Joanna F. Jonsson	16	31	33
Jonathan Knowles	17	30
Robert W. Lovelace	21	36
Andraz Razen	6	17	23
Steven T. Watson	16	32	34

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

Portfolio Composition

Morningstar Rating ^TM

Overall Morningstar Rating^TM Funds rated(305)
3-yr. Morningstar Rating^TM (305 funds rated)
5-yr. Morningstar Rating^TM (268 funds rated)
10-yr. Morningstar Rating^TM (176 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 7/31/2022 (updated monthly).

Internal Prompt

Lipper Leader Scorecard

	Overall Over-all	3 yr.	5 yr.	10 yr.
Consistent Return Within Category Funds Rated	(189)	(189)	(173)	(116)
Expense Within Category Funds Rated	(47)	(47)	(44)	(35)
Preservation Within Category Funds Rated	(12360)	(12360)	(11138)	(7719)
Tax Efficiency Within Category Funds Rated	(190)	(190)	(174)	(116)
Total Return Within Category Funds Rated	(190)	(190)	(174)	(116)
Category		Global Large-Cap Growth

KEY

HIGHEST

LOWEST

As of 7/31/2022 (updated monthly)

Risk Measures

Fund
Standard Deviation	14.62
Sharpe Ratio	0.78
For the 10 Years ending 7/31/22 (updated monthly).
	American Funds/ Morningstar Benchmark
	MSCI ACWI NR USD
R-squared	94
Beta	1.05
Capture Ratio (Downside/Upside)	98/108
American Funds and Morningstar Benchmark for the 10 Years ending 7/31/22 (updated monthly).

Holdings

Equities Breakdown

Sectors | Top Industries

Equity Fund Holdings

	Information technology 19.6%
	Consumer discretionary 15.4%
	Health care 15.1%
	Financials 10.5%
	Industrials 8.8%
	Communication services 6.5%
	Consumer staples 6.4%
	Materials 5.6%
	Energy 3.3%
	Utilities 1.3%
	Real estate 0.6%

% of net assets as of 6/30/2022 (updated quarterly)

Tesla Inc

6.3%

Microsoft

4.2%

Alphabet

2.8%

TSMC

2.5%

ASML

1.9%

Amazon

1.6%

Meta Platforms

1.6%

AstraZeneca

1.3%

Nestlé

1.3%

AIA Group

1.3%

% of net assets as of 7/31/2022 (updated monthly)

QUARTERLY HOLDINGS

HOLDINGS SEARCH

Geographic Breakdown

Regions | Top Countries

United States

53.0%

Europe

24.3%

Asia & Pacific Basin

11.3%

Other (Including Canada & Latin America)

4.5%

Cash & equivalents

6.9%

% of net assets as of 6/30/2022 (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	56.9%	60.6%
Canada	2.6%	3.2%
Europe	26.3%	15.9%
Japan	3.3%	5.4%
Asia-Pacific ex. Japan	3.2%	3.1%
Emerging Markets	7.8%	11.7%

% of net assets as of 6/30/2022 (updated quarterly)

Regions	Fund	MSCI All Country World Index (ACWI)
United States	53.0%	60.6%
Canada	2.4%	3.2%
Europe	24.5%	15.9%
Japan	3.0%	5.4%
Asia-Pacific ex. Japan	2.9%	3.1%
Emerging Markets	7.3%	11.7%
Cash & Equivalents	6.9%	0.0%

% of net assets as of 6/30/2022 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End
Historical Prices Year-End

FIND HISTORICAL PRICES

Historical Prices Month-End

2022

FIND HISTORICAL PRICES

Historical Prices Year-End

Internal Prompt

Historical Distributions
as of 01/26/22

Historical Distributions as of 01/26/22

2021

Record Date	Calculated Date	Pay Date	Income Dividend Regular	Income Dividend Special	Cap. Gains Long-Term	Cap. Gains Short-Term	Reinvest NAV
12/16/21	12/16/21	12/17/21	$0.2209	$0.00	$4.4319	$0.00	$64.27
		2021 Year-to-Date:	Dividends Subtotal: $0.2209		Cap Gains Subtotal: $4.4319
			Total Distributions: $4.6528

Rate	As of Date
0.00000000	12/17/2021
0.00000000	12/20/2021
0.00000000	12/21/2021
0.00000000	12/22/2021
0.00000000	12/23/2021
0.00000000	12/27/2021
0.00000000	12/28/2021
0.00000000	12/29/2021
0.00000000	12/30/2021
0.00000000	12/31/2021
0.00000000	01/03/2022
0.00000000	01/04/2022
0.00000000	01/05/2022
0.00000000	01/06/2022
0.00000000	01/07/2022
0.00000000	01/10/2022
0.00000000	01/11/2022
0.00000000	01/12/2022
0.00000000	01/13/2022
0.00000000	01/14/2022
0.00000000	01/18/2022
0.00000000	01/19/2022
0.00000000	01/20/2022
0.00000000	01/21/2022
0.00000000	01/24/2022
0.00000000	01/25/2022
0.00000000	01/26/2022
0.00000000	01/27/2022
0.00000000	01/28/2022
0.00000000	01/31/2022
0.00000000	02/01/2022
0.00000000	02/02/2022
0.00000000	02/03/2022
0.00000000	02/04/2022
0.00000000	02/07/2022
0.00000000	02/08/2022
0.00000000	02/09/2022
0.00000000	02/10/2022
0.00000000	02/11/2022
0.00000000	02/14/2022
0.00000000	02/15/2022
0.00000000	02/16/2022
0.00000000	02/17/2022
0.00000000	02/18/2022
0.00000000	02/22/2022
0.00000000	02/23/2022
0.00000000	02/24/2022
0.00000000	02/25/2022
0.00000000	02/28/2022
0.00000000	03/01/2022
0.00000000	03/02/2022
0.00000000	03/03/2022
0.00000000	03/04/2022
0.00000000	03/07/2022
0.00000000	03/08/2022
0.00000000	03/09/2022
0.00000000	03/10/2022
0.00000000	03/11/2022
0.00000000	03/14/2022
0.00000000	03/15/2022
0.00000000	03/16/2022
0.00000000	03/17/2022
0.00000000	03/18/2022
0.00000000	03/21/2022
0.00000000	03/22/2022
0.00000000	03/23/2022
0.00000000	03/24/2022
0.00000000	03/25/2022
0.00000000	03/28/2022
0.00000000	03/29/2022
0.00000000	03/30/2022
0.00000000	03/31/2022
0.00000000	04/01/2022
0.00000000	04/04/2022
0.00000000	04/05/2022
0.00000000	04/06/2022
0.00000000	04/07/2022
0.00000000	04/08/2022
0.00000000	04/11/2022
0.00000000	04/12/2022
0.00000000	04/13/2022
0.00000000	04/14/2022
0.00000000	04/18/2022
0.00000000	04/19/2022
0.00000000	04/20/2022
0.00000000	04/21/2022
0.00000000	04/22/2022
0.00000000	04/25/2022
0.00000000	04/26/2022
0.00000000	04/27/2022
0.00000000	04/28/2022
0.00000000	04/29/2022
0.00000000	05/02/2022
0.00000000	05/03/2022
0.00000000	05/04/2022
0.00000000	05/05/2022
0.00000000	05/06/2022
0.00000000	05/09/2022
0.00000000	05/10/2022
0.00000000	05/11/2022
0.00000000	05/12/2022
0.00000000	05/13/2022
0.00000000	05/16/2022
0.00000000	05/17/2022
0.00000000	05/18/2022
0.00000000	05/19/2022
0.00000000	05/20/2022
0.00000000	05/23/2022
0.00000000	05/24/2022
0.00000000	05/25/2022
0.00000000	05/26/2022
0.00000000	05/27/2022
0.00000000	05/31/2022
0.00000000	06/01/2022
0.00000000	06/02/2022
0.00000000	06/03/2022
0.00000000	06/06/2022
0.00000000	06/07/2022
0.00000000	06/08/2022
0.00000000	06/09/2022
0.00000000	06/10/2022
0.00000000	06/13/2022
0.00000000	06/14/2022
0.00000000	06/15/2022
0.00000000	06/16/2022
0.00000000	06/17/2022
0.00000000	06/21/2022
0.00000000	06/22/2022
0.00000000	06/23/2022
0.00000000	06/24/2022
0.00000000	06/27/2022
0.00000000	06/28/2022
0.00000000	06/29/2022
0.00000000	06/30/2022
0.00000000	07/01/2022
0.00000000	07/05/2022
0.00000000	07/06/2022
0.00000000	07/07/2022
0.00000000	07/08/2022
0.00000000	07/11/2022
0.00000000	07/12/2022
0.00000000	07/13/2022
0.00000000	07/14/2022
0.00000000	07/15/2022
0.00000000	07/18/2022
0.00000000	07/19/2022
0.00000000	07/20/2022
0.00000000	07/21/2022
0.00000000	07/22/2022
0.00000000	07/25/2022
0.00000000	07/26/2022
0.00000000	07/27/2022
0.00000000	07/28/2022
0.00000000	07/29/2022
0.00000000	08/01/2022
0.00000000	08/02/2022
0.00000000	08/03/2022
0.00000000	08/04/2022
0.00000000	08/05/2022
0.00000000	08/08/2022
0.00000000	08/09/2022
0.00000000	08/10/2022
0.00000000	08/11/2022
0.00000000	08/12/2022
0.00000000	08/15/2022
0.00000000	08/16/2022
0.00000000	08/17/2022

FIND HISTORICAL DISTRIBUTIONS

Rate		As of-Date
0.00000000		12/17/2021
0.00000000		12/20/2021
0.00000000		12/21/2021
0.00000000		12/22/2021
0.00000000		12/23/2021
0.00000000		12/27/2021
0.00000000		12/28/2021
0.00000000		12/29/2021
0.00000000		12/30/2021
0.00000000		12/31/2021
0.00000000		01/03/2022
0.00000000		01/04/2022
0.00000000		01/05/2022
0.00000000		01/06/2022
0.00000000		01/07/2022
0.00000000		01/10/2022
0.00000000		01/11/2022
0.00000000		01/12/2022
0.00000000		01/13/2022
0.00000000		01/14/2022
0.00000000		01/18/2022
0.00000000		01/19/2022
0.00000000		01/20/2022
0.00000000		01/21/2022
0.00000000		01/24/2022
0.00000000		01/25/2022
0.00000000		01/26/2022
0.00000000		01/27/2022
0.00000000		01/28/2022
0.00000000		01/31/2022
0.00000000		02/01/2022
0.00000000		02/02/2022
0.00000000		02/03/2022
0.00000000		02/04/2022
0.00000000		02/07/2022
0.00000000		02/08/2022
0.00000000		02/09/2022
0.00000000		02/10/2022
0.00000000		02/11/2022
0.00000000		02/14/2022
0.00000000		02/15/2022
0.00000000		02/16/2022
0.00000000		02/17/2022
0.00000000		02/18/2022
0.00000000		02/22/2022
0.00000000		02/23/2022
0.00000000		02/24/2022
0.00000000		02/25/2022
0.00000000		02/28/2022
0.00000000		03/01/2022
0.00000000		03/02/2022
0.00000000		03/03/2022
0.00000000		03/04/2022
0.00000000		03/07/2022
0.00000000		03/08/2022
0.00000000		03/09/2022
0.00000000		03/10/2022
0.00000000		03/11/2022
0.00000000		03/14/2022
0.00000000		03/15/2022
0.00000000		03/16/2022
0.00000000		03/17/2022
0.00000000		03/18/2022
0.00000000		03/21/2022
0.00000000		03/22/2022
0.00000000		03/23/2022
0.00000000		03/24/2022
0.00000000		03/25/2022
0.00000000		03/28/2022
0.00000000		03/29/2022
0.00000000		03/30/2022
0.00000000		03/31/2022
0.00000000		04/01/2022
0.00000000		04/04/2022
0.00000000		04/05/2022
0.00000000		04/06/2022
0.00000000		04/07/2022
0.00000000		04/08/2022
0.00000000		04/11/2022
0.00000000		04/12/2022
0.00000000		04/13/2022
0.00000000		04/14/2022
0.00000000		04/18/2022
0.00000000		04/19/2022
0.00000000		04/20/2022
0.00000000		04/21/2022
0.00000000		04/22/2022
0.00000000		04/25/2022
0.00000000		04/26/2022
0.00000000		04/27/2022
0.00000000		04/28/2022
0.00000000		04/29/2022
0.00000000		05/02/2022
0.00000000		05/03/2022
0.00000000		05/04/2022
0.00000000		05/05/2022
0.00000000		05/06/2022
0.00000000		05/09/2022
0.00000000		05/10/2022
0.00000000		05/11/2022
0.00000000		05/12/2022
0.00000000		05/13/2022
0.00000000		05/16/2022
0.00000000		05/17/2022
0.00000000		05/18/2022
0.00000000		05/19/2022
0.00000000		05/20/2022
0.00000000		05/23/2022
0.00000000		05/24/2022
0.00000000		05/25/2022
0.00000000		05/26/2022
0.00000000		05/27/2022
0.00000000		05/31/2022
0.00000000		06/01/2022
0.00000000		06/02/2022
0.00000000		06/03/2022
0.00000000		06/06/2022
0.00000000		06/07/2022
0.00000000		06/08/2022
0.00000000		06/09/2022
0.00000000		06/10/2022
0.00000000		06/13/2022
0.00000000		06/14/2022
0.00000000		06/15/2022
0.00000000		06/16/2022
0.00000000		06/17/2022
0.00000000		06/21/2022
0.00000000		06/22/2022
0.00000000		06/23/2022
0.00000000		06/24/2022
0.00000000		06/27/2022
0.00000000		06/28/2022
0.00000000		06/29/2022
0.00000000		06/30/2022
0.00000000		07/01/2022
0.00000000		07/05/2022
0.00000000		07/06/2022
0.00000000		07/07/2022
0.00000000		07/08/2022
0.00000000		07/11/2022
0.00000000		07/12/2022
0.00000000		07/13/2022
0.00000000		07/14/2022
0.00000000		07/15/2022
0.00000000		07/18/2022
0.00000000		07/19/2022
0.00000000		07/20/2022
0.00000000		07/21/2022
0.00000000		07/22/2022
0.00000000		07/25/2022
0.00000000		07/26/2022
0.00000000		07/27/2022
0.00000000		07/28/2022
0.00000000		07/29/2022
0.00000000		08/01/2022
0.00000000		08/02/2022
0.00000000		08/03/2022
0.00000000		08/04/2022
0.00000000		08/05/2022
0.00000000		08/08/2022
0.00000000		08/09/2022
0.00000000		08/10/2022
0.00000000		08/11/2022
0.00000000		08/12/2022
0.00000000		08/15/2022
0.00000000		08/16/2022
0.00000000		08/17/2022

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	1.22%

Fund as of most recent prospectus. Lipper Category as of 6/30/22 (updated quarterly).

Resources

Literature

Quarterly Fund Fact Sheet (PDF) 07/22
Quarterly Attribution Report (PDF) 07/22
Single Sheet (PDF) 12/21
Summary Prospectus (PDF) 12/21
Prospectus (PDF) 12/21
Statement of additional information (PDF) 12/21
Semi-Annual Report (PDF) 05/22
Annual Report (PDF) 11/21

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STRATEGIES

FOCUSED SOLUTIONS

ATTRIBUTION & COMMENTARY

FUND DATA & TOOLS

OUR APPROACH

CAPITAL IDEAS

ACCOUNTS

Website Access

Capital Appreciation

New Perspective Fund ® (ANWPX)

Overview

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 7/31/22

Quarter-End Returns as of 6/30/22

Month-End Returns as of 7/31/22

Quarter-End Returns as of 6/30/22

Growth of 10K

High & Low Prices

Growth of 10K

High & Low Prices

Yield

Valuation

Portfolio Management

Portfolio Composition

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

Historical Distributions as of 01/26/22

Fees & Expenses

Fees

Expense Ratio

Resources

Literature

Learn More

Morningstar Ownership Zone^TM

Morningstar Rating ^TM