American Funds® New Perspective Fund® - Class R-4

[Pages:1]American Funds? New Perspective Fund? - Class R-4

Release Date

..............................................................................................................................................................................................................................................................................................1.2..-.3..1..-.2.1..................................

Category

World Large-Stock Growth

Investment Objective & Strategy

From the investment's prospectus

The investment seeks long-term growth of capital. The fund seeks to take advantage of investment

opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.

Volatility and Risk

Volatility as of 12-31-21

Low

Investment

Moderate

High

Category

Risk Measures as of 12-31-21

3 Yr Std Dev

3 Yr Beta

Port Avg Rel S&P 500

18.03

1.04

1.04

.

Rel Cat

1.01

1.07

Principal Risks Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility

Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.

Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.

Portfolio Analysis

Composition as of 09-30-21

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

% Assets

54.4 41.8 0.0 3.8 0.0

Top 10 Holdings as of 09-30-21

% Assets

Tesla Inc

5.86

Capital Group Central Cash Fund

3.77

Microsoft Corp

3.52

Facebook Inc Class A

2.98

.A..m...a..z..o..n....c..o..m.....In...c......................................................................2....9..1.

Taiwan Semiconductor Manufacturing Co Ltd

2.91

PayPal Holdings Inc

1.82

ASML Holding NV

1.60

JPMorgan Chase & Co

1.46

Alphabet Inc Class C

1.33

Morningstar Super Sectors as of 09-30-21

h Cyclical j Sensitive k Defensive

Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio %

Fund Family Name

0.76% of fund assets 0.76% of fund assets 0.37% 0.25% 0.00% 0.14% 05-28-02 148,910.0 22.00 American Funds

Notes

% Fund

38.19

43.54

18.27

Morningstar Style BoxTM as of 09-30-21

% Mkt Cap

Large Mid Small

G...i.a..n..t.........................................5..9.....6..8.

Large

29.32

Medium

10.25

S...m...a..l.l..........................................0.....7..5.

Value Blend Growth

Micro

0.00

Morningstar World Regions as of 09-30-21

% Fund

A...m...e..r..i.c..a..s.................................................................................6..0....4..2.

North America

58.46

Latin America

1.96

G...r.e..a..t..e..r..E..u..r.o..p...e........................................................................2..6....4..4.

United Kingdom

3.63

Europe Developed

21.71

Europe Emerging

0.68

Africa/Middle East

0.42

.G..r.e..a..t..e..r..A...s.i.a.............................................................................1..3....1..4.

Japan

3.38

Australasia

0.64

Asia Developed

7.03

Asia Emerging

2.09

Waiver Data

Type

.

.

Exp. Date

%

.

.

Portfolio Manager(s)

Robert Lovelace, CFA. Since 2000.

Jonathan Knowles. Since 2004.

................................................................................................

Advisor

Capital Research and

Management Company

Subadvisor

.

?2022 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .

?

13.818-421 (01/22) CN1943339_1223

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