Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Capital Group New Perspective Fund (lux) Z (0P00016RQI)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
20.810 +0.170    +0.82%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Capital Group
ISIN:  LU1295554916 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.61B
Capital Group New Perspective Fund LUX Z 20.810 +0.170 +0.82%

0P00016RQI Overview

 
Find basic information about the Capital Group New Perspective Fund (lux) Z mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00016RQI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change21.77%
Prev. Close20.64
Risk Rating
TTM Yield0%
ROE26.31%
IssuerCapital Group
TurnoverN/A
ROA11.47%
Inception DateOct 30, 2015
Total Assets15.61B
Expenses0.86%
Min. Investment1,000
Market Cap178.81B
CategoryGlobal Large - Cap Growth Equity
What is your sentiment on Capital Group New Perspective Fund LUX Z?
or
Market is currently closed. Voting is open during market hours.

Capital Group New Perspective Fund (lux) Z Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1143 1024 1315 1043 1754 2735
Fund Return 14.32% 2.41% 31.51% 1.42% 11.9% 10.59%
Place in category 1006 1146 1295 872 296 122
% in Category 37 42 46 38 18 14

Top Equity Funds by Capital International Management Company Sàrl

  Name Rating Total Assets YTD% 3Y% 10Y%
  Capital Group New Perspective Fuzdg 15.52B 14.33 1.41 10.58
  Capital Group New Perspective Fuzgg 15.52B 14.27 1.41 10.59
  Capital Group New Perspective Fubg 15.52B 13.60 0.67 9.71
  Capital Group New Perspective Fubdg 15.52B 13.59 0.65 9.71
  Capital Group New Perspective Funbg 15.52B 13.60 0.65 9.71

Top Funds for Global Large-Cap Growth Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fundsmith Equity I Acc 14.24B 7.03 3.20 14.20
  Fundsmith Equity I Inc 4.22B 7.03 3.20 14.20
  Fundsmith Equity R Acc 591.81M 6.50 2.58 13.51
  Fundsmith Equity R Inc 15.74M 6.50 2.58 13.50
  Fundsmith Equity T Acc 3.97B 6.94 3.10 14.09

Top Holdings

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 3.69 559.14 -0.70%
  Microsoft US5949181045 3.35 417.00 +1.00%
  Taiwan Semicon TW0002330008 3.04 1,040.00 +2.97%
  Broadcom US11135F1012 2.74 164.23 +0.18%
  Novo Nordisk B DK0062498333 2.57 750.9 +4.03%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00016RQI Comments

Write your thoughts about Capital Group New Perspective Fund (lux) Z
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email