Firm veterans Barbara Burtin and Patrice Collette will officially join American Funds New Perspective’s management team in December 2021, bringing the total number of named managers to nine. Their addition doesn’t alter the strategy’s Morningstar Analyst Ratings range of Gold to Silver across its 19 share classes, but it does illustrate how American Funds’ parent Capital Group stays focused on developing the next generation of investment talent.
American Funds New Perspective R6 RNPGX
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RNPGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RNPGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RNPGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of RNPGX’s parent organization’s priorities and whether they’re in line with investors’ interests.