NEW PERSPECTIVE FUND
About this Fund
The New Perspective Fund is a renowned mutual fund company that specializes in providing expert asset management and investment solutions to a diverse range of clients, catering to their unique wealth management needs and goals. With a strong focus on delivering exceptional returns and fostering long-term relationships, the company offers a comprehensive portfolio of mutual funds that span across various asset classes, including equity, debt, hybrid, and money market funds. By leveraging their extensive research capabilities and in-depth market analysis, the investment team at New Perspective Fund crafts tailored portfolios that balance risk and potential returns, ensuring that investors can navigate the complexities of the market with confidence. For investors seeking a disciplined and systematic approach to wealth creation, the company's Systematic Investment Plan (SIP) facility provides a convenient and flexible way to invest in mutual funds, allowing them to capitalize on the power of compounding and achieve their financial objectives. Whether you are a seasoned investor or just starting to build your portfolio, New Perspective Fund's investor-centric approach and commitment to transparency make them an ideal partner for your investment journey. The company's key strengths lie in its ability to identify emerging trends and opportunities, as well as its dedication to providing personalized service and support to its clients, who trust them for their expertise, integrity, and unwavering commitment to delivering outstanding investment results. By combining cutting-edge research, rigorous risk management, and a passion for excellence, New Perspective Fund has established itself as a trusted name in the mutual fund industry, helping investors to achieve their financial goals and create lasting wealth. With a keen understanding of the evolving needs and preferences of its clients, the company continuously adapts and innovates, expanding its range of investment products and services to meet the demands of an ever-changing market landscape, and reinforcing its position as a leader in the asset management and wealth management space. As a result, investors from all walks of life trust New Perspective Fund to manage their investments, secure in the knowledge that their financial well-being is in the hands of experienced professionals who share their vision for a prosperous and secure future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | XPO XPO INC Since 2026-05-10 | 983793100 | Equity (Common) |
0.08%
|
$125.14 | 920,725 |
| 2 | YUM YUM! BRANDS INC Since 2026-05-10 | 988498101 | Equity (Common) |
0.24%
|
$397.16 | 2,625,350 |
| 3 | ZBH ZIMMER BIOMET HOLDINGS INC Since 2026-05-10 | 98956P102 | Equity (Common) |
0.04%
|
$71.54 | 795,567 |
| 4 | GOOG ALPHABET INC Since 2026-05-10 | 02079K107 | Equity (Common) |
1.44%
|
$2348.36 | 7,483,609 |
| 5 | GOOG ALPHABET INC Since 2026-05-10 | 02079K305 | Equity (Common) |
0.96%
|
$1571.32 | 5,020,192 |
| 6 | ITT ITT INC Since 2026-05-10 | 45073V108 | Equity (Common) |
0.18%
|
$291.44 | 1,679,693 |
| 7 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46625H100 | Equity (Common) |
0.51%
|
$826.19 | 2,564,063 |
| 8 | KEYS KEYSIGHT TECHNOLOGIES INC Since 2026-05-10 | 49338L103 | Equity (Common) |
0.17%
|
$284.47 | 1,400,000 |
| 9 | MSTR STRATEGY INC Since 2026-05-10 | 594972408 | Equity (Common) |
0.02%
|
$30.15 | 198,391 |
| 10 | AMGN AMGEN INC Since 2026-05-10 | 031162100 | Equity (Common) |
0.18%
|
$294.58 | 900,000 |
| 11 | AMZN AMAZON.COM INC Since 2026-05-10 | 023135106 | Equity (Common) |
1.36%
|
$2212.75 | 9,586,477 |
| 12 | AON AON PLC Since 2026-05-10 | N/A | Equity (Common) |
0.18%
|
$294.99 | 835,952 |
| 13 | HLT HILTON WORLDWIDE HOLDINGS INC Since 2026-05-10 | 43300A203 | Equity (Common) |
0.03%
|
$51.03 | 177,650 |
| 14 | ICE INTERCONTINENTAL EXCHANGE INC Since 2026-05-10 | 45866F104 | Equity (Common) |
0.13%
|
$207.20 | 1,279,303 |
| 15 | ILMN ILLUMINA INC Since 2026-05-10 | 452327109 | Equity (Common) |
0.15%
|
$251.69 | 1,918,928 |
| 16 | IR INGERSOLL-RAND INC Since 2026-05-10 | 45687V106 | Equity (Common) |
0.32%
|
$524.60 | 6,622,029 |
| 17 | ISRG INTUITIVE SURGICAL INC Since 2026-05-10 | 46120E602 | Equity (Common) |
0.80%
|
$1308.04 | 2,309,555 |
| 18 | IT GARTNER INC Since 2026-05-10 | 366651107 | Equity (Common) |
0.02%
|
$38.67 | 153,298 |
| 19 | WELL WELLTOWER INC Since 2026-05-10 | 95040Q104 | Equity (Common) |
0.24%
|
$385.78 | 2,078,453 |
| 20 | WMT WALMART INC Since 2026-05-10 | 931142103 | Equity (Common) |
0.11%
|
$174.39 | 1,565,319 |
| 21 | AVGO BROADCOM INC Since 2026-05-10 | 11135F101 | Equity (Common) |
3.31%
|
$5396.07 | 15,591,074 |
| 22 | AZN ASTRAZENECA PLC Since 2026-05-10 | N/A | Equity (Common) |
1.58%
|
$2574.62 | 13,977,931 |
| 23 | BAM BROOKFIELD ASSET MANAGEMENT LTD Since 2026-05-10 | 113004105 | Equity (Common) |
0.17%
|
$271.73 | 5,186,698 |
| 24 | EFX EQUIFAX INC Since 2026-05-10 | 294429105 | Equity (Common) |
0.12%
|
$201.80 | 930,041 |
| 25 | SHOP SHOPIFY INC Since 2026-05-10 | 82509L107 | Equity (Common) |
1.36%
|
$2209.08 | 13,723,531 |
| 26 | SNPS SYNOPSYS INC Since 2026-05-10 | 871607107 | Equity (Common) |
0.50%
|
$815.76 | 1,736,689 |
| 27 | SPGI S&P GLOBAL INC Since 2026-05-10 | 78409V104 | Equity (Common) |
0.30%
|
$495.18 | 947,541 |
| 28 | AAPL APPLE INC Since 2026-05-10 | 037833100 | Equity (Common) |
0.63%
|
$1021.16 | 3,756,194 |
| 29 | ABBV ABBVIE INC Since 2026-05-10 | 00287Y109 | Equity (Common) |
0.11%
|
$181.60 | 794,796 |
| 30 | ABT ABBOTT LABORATORIES Since 2026-05-10 | 002824100 | Equity (Common) |
0.43%
|
$699.64 | 5,584,184 |
| 31 | ACN ACCENTURE PLC Since 2026-05-10 | N/A | Equity (Common) |
0.08%
|
$127.80 | 476,316 |
| 32 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 363576109 | Equity (Common) |
0.41%
|
$668.20 | 2,582,026 |
| 33 | ALGN ALIGN TECHNOLOGY INC Since 2026-05-10 | 016255101 | Equity (Common) |
0.20%
|
$327.57 | 2,097,778 |
| 34 | ALNY ALNYLAM PHARMACEUTICALS INC Since 2026-05-10 | 02043Q107 | Equity (Common) |
0.58%
|
$951.38 | 2,392,493 |
| 35 | ULS UL SOLUTIONS INC Since 2026-05-10 | 903731107 | Equity (Common) |
0.19%
|
$302.01 | 3,829,687 |
| 36 | V VISA INC Since 2026-05-10 | 92826C839 | Equity (Common) |
0.88%
|
$1433.13 | 4,086,358 |
| 37 | EPAM EPAM SYSTEMS INC Since 2026-05-10 | 29414B104 | Equity (Common) |
0.10%
|
$158.00 | 771,184 |
| 38 | FLUT FLUTTER ENTERTAINMENT PLC Since 2026-05-10 | N/A | Equity (Common) |
0.35%
|
$576.19 | 2,679,444 |
| 39 | FTAI FTAI AVIATION LTD Since 2026-05-10 | N/A | Equity (Common) |
0.34%
|
$554.76 | 2,818,207 |
| 40 | MTD METTLER-TOLEDO INTERNATIONAL INC Since 2026-05-10 | 592688105 | Equity (Common) |
0.32%
|
$514.58 | 369,089 |
| 41 | MU MICRON TECHNOLOGY INC Since 2026-05-10 | 595112103 | Equity (Common) |
0.57%
|
$920.47 | 3,225,072 |
| 42 | BKNG BOOKING HOLDINGS INC Since 2026-05-10 | 09857L108 | Equity (Common) |
0.35%
|
$577.71 | 107,876 |
| 43 | C CITIGROUP INC Since 2026-05-10 | 172967424 | Equity (Common) |
0.54%
|
$878.80 | 7,531,030 |
| 44 | CM CANADIAN IMPERIAL BANK OF COMMERCE Since 2026-05-10 | 136069101 | Equity (Common) |
0.05%
|
$88.87 | 980,259 |
| 45 | CME CME GROUP INC Since 2026-05-10 | 12572Q105 | Equity (Common) |
0.07%
|
$120.81 | 442,410 |
| 46 | COP CONOCOPHILLIPS Since 2026-05-10 | 20825C104 | Equity (Common) |
0.14%
|
$226.42 | 2,418,726 |
| 47 | RPRX ROYALTY PHARMA PLC Since 2026-05-10 | N/A | Equity (Common) |
0.24%
|
$389.88 | 10,090,003 |
| 48 | SRE SEMPRA Since 2026-05-10 | 816851109 | Equity (Common) |
0.11%
|
$172.30 | 1,951,477 |
| 49 | STZ CONSTELLATION BRANDS INC Since 2026-05-10 | 21036P108 | Equity (Common) |
0.18%
|
$287.53 | 2,084,138 |
| 50 | KKR KKR & CO INC Since 2026-05-10 | 48251W104 | Equity (Common) |
0.23%
|
$371.75 | 2,916,172 |
| 51 | LHX L3HARRIS TECHNOLOGIES INC Since 2026-05-10 | 502431109 | Equity (Common) |
0.19%
|
$315.60 | 1,075,023 |
| 52 | LOAR LOAR HOLDINGS INC Since 2026-05-10 | 53947R105 | Equity (Common) |
0.03%
|
$46.20 | 679,410 |
| 53 | MAR MARRIOTT INTERNATIONAL INC Since 2026-05-10 | 571903202 | Equity (Common) |
0.18%
|
$297.78 | 959,830 |
| 54 | MDB MONGODB INC Since 2026-05-10 | 60937P106 | Equity (Common) |
0.13%
|
$209.84 | 500,000 |
| 55 | MELI MERCADOLIBRE INC Since 2026-05-10 | 58733R102 | Equity (Common) |
0.69%
|
$1122.97 | 557,512 |
| 56 | META META PLATFORMS INC Since 2026-05-10 | 30303M102 | Equity (Common) |
3.93%
|
$6404.48 | 9,702,438 |
| 57 | MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 | 571748102 | Equity (Common) |
0.04%
|
$63.31 | 341,274 |
| 58 | NET CLOUDFLARE INC Since 2026-05-10 | 18915M107 | Equity (Common) |
0.60%
|
$976.05 | 4,950,785 |
| 59 | NFLX NETFLIX INC Since 2026-05-10 | 64110L106 | Equity (Common) |
0.90%
|
$1462.55 | 15,598,909 |
| 60 | NKE NIKE INC Since 2026-05-10 | 654106103 | Equity (Common) |
0.18%
|
$292.47 | 4,590,682 |
| 61 | TMO THERMO FISHER SCIENTIFIC INC Since 2026-05-10 | 883556102 | Equity (Common) |
0.73%
|
$1194.36 | 2,061,202 |
| 62 | TSLA TESLA INC Since 2026-05-10 | 88160R101 | Equity (Common) |
2.92%
|
$4750.31 | 10,562,820 |
| 63 | TT TRANE TECHNOLOGIES PLC Since 2026-05-10 | N/A | Equity (Common) |
0.07%
|
$113.18 | 290,800 |
| 64 | TTE TOTALENERGIES SE Since 2026-05-10 | N/A | Equity (Common) |
0.73%
|
$1196.12 | 18,351,638 |
| 65 | TTEK TETRA TECH INC Since 2026-05-10 | 88162G103 | Equity (Common) |
0.08%
|
$136.46 | 4,068,579 |
| 66 | CPRT COPART INC Since 2026-05-10 | 217204106 | Equity (Common) |
0.33%
|
$543.88 | 13,892,106 |
| 67 | CRH CRH PLC Since 2026-05-10 | N/A | Equity (Common) |
0.08%
|
$129.49 | 1,037,603 |
| 68 | BG BUNGE GLOBAL SA Since 2026-05-10 | N/A | Equity (Common) |
0.20%
|
$331.61 | 3,722,586 |
| 69 | CRM SALESFORCE INC Since 2026-05-10 | 79466L302 | Equity (Common) |
0.71%
|
$1162.56 | 4,388,525 |
| 70 | CRSP CRISPR THERAPEUTICS AG Since 2026-05-10 | N/A | Equity (Common) |
0.06%
|
$101.95 | 1,944,073 |
| 71 | CTVA CORTEVA INC Since 2026-05-10 | 22052L104 | Equity (Common) |
0.19%
|
$304.25 | 4,538,997 |
| 72 | CVE CENOVUS ENERGY INC Since 2026-05-10 | 15135U109 | Equity (Common) |
0.05%
|
$80.89 | 4,780,676 |
| 73 | CVE CENOVUS ENERGY INC Since 2026-05-10 | 15135U109 | Equity (Common) |
0.26%
|
$425.89 | 25,174,933 |
| 74 | DAL DELTA AIR LINES INC Since 2026-05-10 | 247361702 | Equity (Common) |
0.11%
|
$176.71 | 2,546,308 |
| 75 | DUOL DUOLINGO INC Since 2026-05-10 | 26603R106 | Equity (Common) |
0.05%
|
$87.26 | 497,216 |
| 76 | ECL ECOLAB INC Since 2026-05-10 | 278865100 | Equity (Common) |
0.34%
|
$555.86 | 2,117,394 |
| 77 | NOW SERVICENOW INC Since 2026-05-10 | 81762P102 | Equity (Common) |
0.42%
|
$680.71 | 4,443,560 |
| 78 | PFE PFIZER INC Since 2026-05-10 | 717081103 | Equity (Common) |
0.22%
|
$359.83 | 14,451,200 |
| 79 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172109 | Equity (Common) |
0.94%
|
$1532.58 | 9,554,731 |
| 80 | PUK PRUDENTIAL PLC Since 2026-05-10 | N/A | Equity (Common) |
0.27%
|
$431.90 | 27,992,331 |
| 81 | QSR RESTAURANT BRANDS INTERNATIONAL INC Since 2026-05-10 | 76131D103 | Equity (Common) |
0.38%
|
$614.32 | 9,003,601 |
| 82 | RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 | N/A | Equity (Common) |
1.11%
|
$1813.93 | 6,503,402 |
| 83 | RDDT REDDIT INC Since 2026-05-10 | 75734B100 | Equity (Common) |
0.14%
|
$220.68 | 960,000 |
| 84 | REGN REGENERON PHARMACEUTICALS INC Since 2026-05-10 | 75886F107 | Equity (Common) |
0.22%
|
$360.93 | 467,600 |