New Perspective Buy Hold or Sell Recommendation

CNPEX -- USA Fund  

USD 45.32  0.24  0.53%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding New Perspective Fund Class 529 is 'Strong Hold'. Macroaxis provides New Perspective buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CNPEX positions. The advice algorithm takes into account all of New Perspective Fund available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from CNPEX buy-and-hold prospective. Check also New Perspective Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell New PerspectiveBuy New Perspective
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon New Perspective Fund Class 529 has a risk adjusted performance of 0.0732, jensen alpha of (0.001718), total risk alpha of (0.009491), sortino ratio of (0.008792) and treynor ratio of 0.0707
New Perspective Fund buy or sell recommendations module can be used to check and cross-verify current advice provided by analysts analyzing the entity potential to grow using all of fundamental, technical, data market data available at the time. Use New Perspective Fund Class 529 Price to Earning, Three Year Return as well as the relationship between Three Year Return and Cash Position Weight to make sure your buy or sell decision on New Perspective Fund is adequate.

New Perspective Trading Alerts and Improvement Suggestions

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The fund holds about 5.31% of its assets under management (AUM) in cash

New Perspective Returns Distribution Density

Mean Return0.07Value At Risk1.36
Potential Upside1.15Standard Deviation0.87
 Return Density 
      Distribution 

New Perspective Greeks

α
Alpha over DOW
=0.0017
β
Beta against DOW=0.90
σ
Overall volatility
=0.79
Ir
Information ratio =0.01

New Perspective Volatility Alert

New Perspective Fund Class 529 has relatively low volatility with skewness of -0.87 and kurtosis of 0.88. However, we advise all investors to independently investigate New Perspective Fund Class 529 to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare New Perspective to competition

New Perspective Fundamental Vs Peers

FundamentalsNew PerspectivePeer Average
Price to Earning21.93 6.53 
Price to Book3.19 0.74 
Price to Sales2.34 0.61 
One Year Return(2.71) 4.15 
Three Year Return17.79 3.60 
Five Year Return1.33 3.24 
Ten Year Return6.61 1.79 
Net Asset91.41 B4.11 B
Minimum Initial Investment250976.16 K
Last Dividend Paid0.310.65
Cash Position Weight5.31 10.61 
Equity Positions Weight94.66 63.90 
Bond Positions Weight0.01 11.24 
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