← All Mutual Funds

NEW PERSPECTIVE FUND

CIK: 0000071516 Equity
Report date: 2026-02-26
AUM $162.8B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

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

84 positions
# 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
Frequently Asked Questions — NEW PERSPECTIVE FUND
What type of mutual fund is NEW PERSPECTIVE FUND?
NEW PERSPECTIVE FUND is a SEC-registered Equity fund, with $162.8B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NEW PERSPECTIVE FUND holds 84 portfolio positions, all detailed in the holdings table on this page.
What are NEW PERSPECTIVE FUND's assets under management (AUM)?
NEW PERSPECTIVE FUND has $162.8B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NEW PERSPECTIVE FUND's top holdings?
According to NEW PERSPECTIVE FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include XPO INC, YUM! BRANDS INC, ZIMMER BIOMET HOLDINGS INC , among others. The complete list of all 84 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NEW PERSPECTIVE FUND's expense ratio?
Expense ratio data for NEW PERSPECTIVE FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NEW PERSPECTIVE FUND's SEC filings?
NEW PERSPECTIVE FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000071516. You can access all of NEW PERSPECTIVE FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000071516). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NEW PERSPECTIVE FUND's holdings data on StockSifting?
Holdings data for NEW PERSPECTIVE FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.