Mutf Anwpx (2024)

FAQs

Is anwpx a good fund? ›

Overall Rating

Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 327 funds within its Morningstar Category.

The average price target is $71.26 with a high forecast of $81.65 and a low forecast of $59.08.

American Funds New World Fund has an expense ratio of 0.96 percent.

ANWPX pays a dividend of $2.99 per share. ANWPX's annual dividend yield is 0.86%. When is New Perspective Fund, Class A Shares ex-dividend date? New Perspective Fund, Class A Shares's previous ex-dividend date was on Dec 14, 2023.

On the opposite side of the volatility spectrum, the S Fund (small cap U.S. stocks) has the largest annualized standard deviation: 21.44% as of this writing, and is therefore the riskiest.

Common anti-inflation assets include gold, commodities, various real estate investments, and TIPS. Many people have looked to gold as an "alternative currency," particularly in countries where the native currency is losing value.

In general, strong earnings generally result in the stock price moving up (and vice versa). But some companies that are not making that much money still have a rocketing stock price. This rising price reflects investor expectations that the company will be profitable in the future.

What is the dividend of the New perspective fund? ›

Last dividend for New Perspective Fund, Class A S (ANWPX) as of Aug. 8, 2024 is 2.99 USD. The forward dividend yield for ANWPX as of Aug. 8, 2024 is 5.01%.

A price target is an estimate of the future price of a stock, based on past and estimated future performance of the company. There are lots of different ways to calculate it, but most use the P/E ratio in some capacity.

A team of investment professionals is the fund's current manager. Investors naturally seek funds with strong performance. This fund has delivered a 5-year annualized total return of 6.33%, and it sits in the top third among its category peers.

The Morningstar Rating for funds, often called the star rating, is a purely quantitative, backward-looking measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month.

NEWFX has paid $1.84 per share in the past year, which gives a dividend yield of 2.41%. The dividend is paid once per year and the last ex-dividend date was Dec 14, 2023.

Overall Rating

Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 1085 funds within its Morningstar Category.

At least 99.5% of their assets are backed by the full faith and credit of the U.S. government. While money market funds aren't FDIC-insured, investments held in brokerage accounts (including money market funds) may be insured by SIPC.

Vanguard Wellesley Income: Performance Highlights

The fund is typically less volatile than most peers, leading to its Sharpe ratio (a measure of risk-adjusted return) eclipsing at least 96% of peers over both periods.

Investors naturally seek funds with strong performance. VINIX has a 5-year annualized total return of 9.51% and it sits in the top third among its category peers.