American Funds New Perspective’s veteran leadership and time-tested approach targeting firms benefiting from global trade earn its cheapest share classes earn a Morningstar Analyst Rating of Gold. Pricier shares come in at Silver.
Morningstar’s Fund Analysis ANWPX
Will ANWPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANWPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ANWPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ANWPX’s parent organization’s priorities and whether they’re in line with investors’ interests.