New Perspective Mutual Fund Money Managers

CNPEX Fund  USD 57.09  0.01  0.02%   
New Perspective is run by 2 fund managers with a total tenure of about 24 years, averaging roughly 12.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing New Perspective investing strategy and managing its portfolio trading activities. Break down of New Perspective's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with New Perspective's future under-performance.
Andraz Razen  Executive
Fund Manager
More  
Robert Lovelace  Money Manager
Fund Manager since December 1, 2000
More  
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in New Perspective Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.

New Perspective Net Asset Comparison

New Perspective Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Growth category is currently estimated at about 143.9 Billion. New Perspective totals roughly 86.07 Billion in net asset claiming about 60% of World Large-Stock Growth category.

New Perspective Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. New Perspective Price Series Summation is a cross summation of New Perspective price series and its benchmark/peer.

New Perspective Notable Stakeholders

A New Perspective stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as New Perspective often face trade-offs trying to please all of them. New Perspective's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting New Perspective's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Andraz RazenFund ManagerProfile
Robert LovelaceFund Manager since December 1, 2000Profile

About New Perspective Management Performance

The success or failure of an entity such as New Perspective often depends on how effective the management is. New Perspective management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of New management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the New management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that past performance is not an indicator of the future performance of New Perspective, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in New Perspective Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the New Perspective information on this page should be used as a complementary analysis to other New Perspective's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Please note, there is a significant difference between New Perspective's value and its price as these two are different measures arrived at by different means. Investors typically determine if New Perspective is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, New Perspective's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.