American Funds New Perspective Fund®

Shareclass
American Funds New Perspective R6 (RNPGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Funds New Perspective Fund®

FUND COVERAGE
# of holdings251
% of assets89%
Score
56 / 100
Rank

44.8 percentile

Group: International Equity

Rank: #605 out of 1,095

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Allianz SE
         % of fund invested: 0.21%
         $USD invested: $337.97M
  • 2. AstraZeneca PLC
         % of fund invested: 1.18%
         $USD invested: $1.92B
  • 3. Publicis Groupe SA
         % of fund invested: 0.27%
         $USD invested: $434.07M
  • 4. Sanofi SA
         % of fund invested: 0.23%
         $USD invested: $379.26M
  • 5. Iberdrola SA
         % of fund invested: 0.03%
         $USD invested: $41.85M
  • 6. Novo Nordisk AS Class B
         % of fund invested: 0.54%
         $USD invested: $877.34M
  • 7. Canadian Imperial Bank of Commerce
         % of fund invested: 0.05%
         $USD invested: $78.33M
  • 8. Boston Scientific Corp
         % of fund invested: 0.42%
         $USD invested: $680.51M
  • 9. L'Oreal SA
         % of fund invested: 0.03%
         $USD invested: $44.6M
  • 10. Haleon PLC
         % of fund invested: 0.08%
         $USD invested: $127.17M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.22%
         $USD invested: $1.99B
  • 2. FTAI Aviation Ltd
         % of fund invested: 0.17%
         $USD invested: $278.85M
  • 3. Heico Corp
         % of fund invested: 0.32%
         $USD invested: $526.51M
  • 4. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 0.61%
         $USD invested: $997.78M
  • 5. CRISPR Therapeutics AG
         % of fund invested: 0.09%
         $USD invested: $139.11M
  • 6. Strategy Class A
         % of fund invested: 0.1%
         $USD invested: $155.99M
  • 7. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.18%
         $USD invested: $284.15M
  • 8. Brookfield Corp Registered Shs -A- Limited Vtg
         % of fund invested: 0.18%
         $USD invested: $295.52M
  • 9. Keyence Corp
         % of fund invested: 0.32%
         $USD invested: $517.69M
  • 10. Canadian Natural Resources Ltd
         % of fund invested: 0.07%
         $USD invested: $108.31M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Funds New Perspective Fund®

Totals

Holdings
Assets
Weight
Prisons
11
$14.14B
8.71%
     Prisons high risk
1
$468.72M
0.29%
     Private prisons
0
$0
0%
Borders
16
$17.45B
11%
     Borders high risk
5
$3.29B
2.03%
Total
21
$19.92B
12%
Full fund results

Holdings — 21 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$6.03B
3.71%
Prisons
Borders :
$6.03B
3.71%
2.
Alphabet Inc Class C
Prisons
Borders
$1.87B
1.15%
Prisons
Borders :
$1.87B
1.15%
3.
Alphabet Inc Class A
Prisons
Borders
$1.71B
1.05%
Prisons
Borders :
$1.71B
1.05%
4.
Airbus SE
Borders
$1.56B
0.96%
Borders :
$1.56B
0.96%
5.
Amazon.com Inc
Prisons
Borders
$1.54B
0.95%
Prisons
Borders :
$1.54B
0.95%
6.
Costco Wholesale Corp
Prisons
$1.22B
0.75%
Prisons
$1.22B
0.75%
7.
Thermo Fisher Scientific Inc
Borders
$993.66M
0.61%
Borders :
$993.66M
0.61%
8.
RELX PLC
Borders
$890.12M
0.55%
Borders :
$890.12M
0.55%
9.
Salesforce Inc
Borders
$776.93M
0.48%
Borders :
$776.93M
0.48%
10.
Northrop Grumman Corp
Borders
$740.7M
0.46%
Borders :
$740.7M
0.46%
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