Morningstar

American Funds New Perspective F2 ANWFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis ANWFX

Will ANWFX 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 ANWFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ANWFX 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 ANWFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Capital Group New Perspective (which includes the American Funds US mutual fund and the Luxembourg, Australia, and Japan vehicles) stands out from the pack with a veteran management team, robust analytical support, and proven process focusing on firms benefiting from global trade.

by Stephen Welch
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