RPEBX Mutual Fund

RPEBX Mutual Fund (New Perspective Fund Class R-2E) is managed by American Funds with $49.2M in net assets. RPEBX expense ratio is 1.20%, holding 283 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2014-08-29.

RPEBX performance shows a YTD return of 4.02%. The 1-year return is 12.15% and the 5-year return is 7.11%. RPEBX dividend yield stands at 5.84%, paid annually.

RPEBX top holdings include Tsmc (Equity) (4.9%), Meta Platform Inc (3.3%), Nvidia Corp. (3.1%), Broadcom Inc (3.1%), Tesla Motors Inc (2.8%). Go to all RPEBX holdings, RPEBX sectors, or RPEBX dividends.

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