American Funds New Perspective R-2E (RPEBX)

Fund Assets	160.98B
Expense Ratio	1.222%
Min. Investment	$250
Turnover	23.00%
Dividend (ttm)	0.41
Dividend Yield	0.57%
Dividend Growth	373.90%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	71.11
YTD Return	4.76%
1-Year Return	5.32%
5-Year Return	33.79%
52-Week Low	62.84
52-Week High	74.75
Beta (5Y)	0.98
Holdings	306
Inception Date	Aug 29, 2014

About RPEBX

American Funds New Perspective Fund® Class R-2E is a global large-cap growth mutual fund managed by Capital Group. Its core objective is long-term capital appreciation by investing primarily in common stocks of companies that are poised to benefit from evolving global trade patterns and shifts in international economic and political dynamics. The fund maintains a diversified portfolio across both U.S. and international markets, focusing on large multinational firms with robust growth prospects. Key sectors include technology, healthcare, and consumer cyclical, featuring notable holdings such as Microsoft, Meta Platforms, Novo Nordisk, and Taiwan Semiconductor Manufacturing. New Perspective Fund® Class R-2E is designed for retirement plan participants seeking broad, world-wide exposure to established companies, making it relevant for investors interested in both domestic and international growth opportunities. With over 270 holdings and a disciplined, research-driven approach, the fund leverages a veteran management team and strong analytical resources. Its long-standing reputation and global flexibility have contributed to its significance as a staple among global growth-oriented mutual funds in the retirement plan marketplace.

• Fund Family: Capital Group
• Category: Unclassified
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: RPEBX
• Share Class: Class R-2e
• Index: MSCI AC World NR USD

Performance

RPEBX had a total return of 5.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.07%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FNPFX	Class F-3	0.40%
RNPGX	Class R-6	0.40%
FNFPX	Class 529-f-3	0.45%
RNPFX	Class R-5	0.45%

Top 10 Holdings

27.71% of assets

Name	Symbol	Weight
Taiwan Semiconductor Manufacturing Company Limited	2330	5.06%
Meta Platforms, Inc.	META	4.48%
NVIDIA Corporation	NVDA	3.26%
Broadcom Inc.	AVGO	2.98%
Microsoft Corporation	MSFT	2.84%
Tesla, Inc.	TSLA	2.40%
ASML Holding N.V.	ASML	1.81%
Eli Lilly and Company	LLY	1.71%
Amazon.com, Inc.	AMZN	1.61%
Alphabet Inc.	GOOGL	1.55%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$4.287	Dec 19, 2025
Dec 19, 2024	$2.9057	Dec 20, 2024
Dec 14, 2023	$2.7535	Dec 15, 2023
Dec 15, 2022	$1.719	Dec 16, 2022
Dec 16, 2021	$4.4319	Dec 17, 2021
Dec 17, 2020	$2.424	Dec 18, 2020

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Nov 12, 2026

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