Release Date: 03-31-2015 American Funds New Perspective A ANWPX .................................................................................................................................................................................................................................................................................................................................................... Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk MSCI ACWI NR USD QQQQ Above Average Below Average Out of 903 World Stock Investments. A fund's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details. Investment Information Performance as of 03-31-15 Investment Objective & Strategy from investment’s prospectus 20 The investment seeks long-term growth of capital; future income is a secondary objective. The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its primary investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth. In pursuing its secondary objective, the fund invests in common stocks of companies with the potential to pay dividends in the future. 15 Fees and Expenses as of 12-01-14 Prospectus Gross Expense Ratio Total Annual Operating Exp per $1000 Maximum Sales Charge 12b-1 Fee Redemption Fee/Term 0.76% $7.60 5.75% 0.23% . Portfolio Manager(s) Gregg E. Ireland. Robert W. Lovelace, CFA. A.B., Princeton University. 10 Total Return% as of 03-31-15 Investment Benchmark 5 0 -5 -10 -15 YTD 1 Year 3 Year 5 Year 10 Year Average annual, if greater than 1 year Since Inception 4.69 7.78 13.31 10.98 8.83 12.43 Investment Return % 2.31 5.42 10.75 8.99 6.44 . Benchmark Return % 2.82 4.19 10.89 9.45 6.63 9.78 Category Average % ................................................................................................................................................................................................................ . . . Morningstar Rating™ QQQ QQQ QQQQ . . 903 702 350 . # of Funds in Category The performance data quoted reflects past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower than the performance data quoted. For the most recent month end performance information, please call 1-800-922-9945, or visit rps.troweprice.com. Portfolio Analysis Operations and Management % Assets U.S. Stocks Non-U.S. Stocks Bonds Cash Other Morningstar Equity Style Box ™ as of 12-31-14 42.6 49.1 0.2 8.1 0.0 Small Telephone Web Site Issuer 03-13-73 Capital Research and Management Company 800-421-4225 www.americanfunds.com American Funds Large Mid Fund Inception Date Management Company Composition as of 12-31-14 Value Blend Growth % Market Cap Giant 55.16 Large Medium Small 39.15 5.59 0.09 .......................................................... .......................................................... Micro 0.00 Category Description: World Stock World-stock portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, and Japan, with the remainder divided among the globe’s smaller markets. These portfolios typically have 20%-60% of assets in U.S. stocks. Novo Nordisk A/S Class B Amazon.com Inc Microsoft Corp Regeneron Pharmaceuticals Inc United Continental Holdings Inc % Assets Investment Moderate High Category Best 3 Month Return Worst 3 Month Return 29.11% (Mar '09 - May '09) -31.44% (Sep '08 - Nov '08) Naspers Ltd Class N Home Depot Inc Delta Air Lines Inc Taiwan Semiconductor Manufacturing Co Ltd Associated British Foods PLC Principal Risks % Fund Americas 48.90 North America Latin America 48.43 0.47 Greater Europe 37.26 1.47 1.40 1.39 1.35 1.34 United Kingdom Europe Developed Europe Emerging Africa/Middle East 9.30 25.98 0.00 1.98 Greater Asia 13.84 ........................................................................................................... Total Number of Stock Holdings Total Number of Bond Holdings Turnover Ratio % Total Assets ($mil) Morningstar World Regions as of 12-31-14 4.50 2.29 1.75 1.62 1.58 ........................................................................................................... Volatility and Risk Low Top 10 Holdings as of 12-31-14 208 2 25.00 59,126.28 ........................................................................................................... ........................................................................................................... ........................................................................................................... Japan Australasia Asia Developed Asia Emerging For more information on the risks presented, please refer to http://rps.troweprice.com/riskglossary Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility ©2015 Morningstar, Inc., Morningstar Investment Profiles™ 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com. 6.44 0.75 4.49 2.15
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