New Perspective Fund Analysis

New Mutual Fund Analysis Notes

The fund generated five year return of 12.0%. New Perspective maintains about 7.62% of assets in cash. Large Growth To find out more about New Perspective Fund contact the company at 800-421-4225.

New Perspective Investment Alerts

New Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate New Perspective's market, we take the total number of its shares issued and multiply it by New Perspective's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top New Perspective Fund Mutual Fund Constituents

Institutional Mutual Fund Holders for New Perspective

Note, although New Perspective's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 25th of November, New Perspective secures the Downside Deviation of 0.8665, risk adjusted performance of 0.0465, and Mean Deviation of 0.5839. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of New Perspective, as well as the relationship between them.

New Perspective Price Movement Analysis

New Perspective Outstanding Bonds

New Perspective Predictive Daily Indicators

New Perspective Forecast Models

New Perspective's time-series forecasting models are one of many New Perspective's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary New Perspective's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how New Perspective prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling New shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as New Perspective. By using and applying New Mutual Fund analysis, traders can create a robust methodology for identifying New entry and exit points for their positions.

New Perspective financial ratios help investors to determine whether New Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in New with respect to the benefits of owning New Perspective security.