ANWFX Mutual Fund

ANWFX Mutual Fund (New Perspective Fund Class F-2) is managed by American Funds with $49.2M in net assets. ANWFX expense ratio is 0.51%, holding 283 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2008-08-01.

ANWFX performance shows a YTD return of 4.43%. The 1-year return is 12.93% and the 5-year return is 7.86%. ANWFX dividend yield stands at 6.33%, paid annually.

ANWFX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (4.9%), Meta Platforms, Inc. (3.3%), Nvidia Corp. (3.1%), Broadcom Inc (3.1%), Tesla Inc (2.8%). Go to all ANWFX holdings, ANWFX sectors, or ANWFX dividends.

ANWFX can be compared against other funds. Use ANWFX overlap to find shared positions, or ANWFX vs another fund for a side-by-side view. ANWFX alternatives are available via the screener, along with tax-loss harvesting opportunities.