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, Communication Services, Consumer Discretionary. 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 6.91%. ANWFX dividend yield stands at 6.49%, paid annually.

ANWFX top holdings include Tsmc (4.1%), Meta Platforms, Inc. (3.7%), Capital Group Central Cash Fund (3.3%), Nvidia Corp. (3.0%), Broadcom Inc (2.9%). 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.