New Perspective Fund, Class F-1 Shares (NPFFX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.05: the stock has moved about 5% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNew Perspective Fund, Class F-1 Shares (NPFFX) trades at $74.90. New Perspective Fund, Class F-1 Shares (NPFFX) is a global asset management fund seeking long-term capital growth. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for NPFFX: NPFFX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
New Perspective Fund, Class F-1 Shares (NPFFX) Financial Services Profile
New Perspective Fund, Class F-1 Shares (NPFFX) is a global asset management fund focused on long-term capital appreciation through investments in common stocks of companies worldwide. The fund leverages evolving international trade patterns and economic relationships to identify growth opportunities, maintaining a beta of 1.05 and operating within the financial services sector.
What Is the Investment Thesis for NPFFX?
The investment thesis for New Perspective Fund, Class F-1 Shares (NPFFX) centers on its ability to generate long-term capital growth by strategically investing in global equities. With a market capitalization of $166.19 billion, the fund demonstrates significant scale and diversification. A key value driver is the fund's focus on identifying companies poised to benefit from evolving international trade patterns and economic relationships. Upcoming catalysts include the potential for increased global trade activity and the fund's ability to adapt its investment strategy to capitalize on emerging market opportunities. Potential risks include fluctuations in global markets and geopolitical instability, which could negatively impact the fund's performance. The fund's beta of 1.05 indicates a moderate level of volatility relative to the broader market.
Based on FMP financials and quantitative analysis
NPFFX Key Highlights
Market capitalization of $166.19 billion, reflecting the fund's substantial asset base.
- Beta of 1.05, indicating moderate volatility compared to the overall market.
- Investment strategy focused on long-term capital growth through global equity investments.
- Emphasis on identifying companies poised to benefit from evolving international trade patterns.
- No dividend yield, as the fund prioritizes capital appreciation over income distribution.
Who Are NPFFX's Competitors?
NPFFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AFIFX Fundamental Investors, Class F01 Shares | $102.48 | +0.84% | $177B | — |
| ANCFX American Funds Fundamental Investors | $102.55 | +0.83% | $182B | — |
| ANWPX American Funds New Perspective Fund Class A | $75.61 | +0.67% | $170B | — |
| AWSHX American Funds Washington Mutual A | $66.22 | +0.62% | $149B | — |
| CFNAX American Funds Fundamental Investors Class 529-A | $102.27 | +0.83% | $177B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NPFFX's Key Strengths?
Experienced investment management team.
- Diversified portfolio of global equities.
- Established track record of long-term capital appreciation.
- Strong brand reputation and investor trust.
What Are NPFFX's Weaknesses?
Vulnerability to global market fluctuations.
- Dependence on the expertise of the investment management team.
- Potential for underperformance relative to benchmark indices.
- Exposure to currency risk due to international investments.
What Are the Key Risks for NPFFX?
Fluctuations in global markets.
- Geopolitical instability.
- Exposure to currency risk due to international investments.
- Dependence on the expertise of the investment management team.
What Threats Does NPFFX Face?
- Geopolitical instability and trade wars.
- Increased competition from other asset management firms.
- Rising interest rates and inflation.
- Regulatory changes and increased compliance costs.
What Are NPFFX's Competitive Advantages?
- Established track record of long-term capital appreciation.
- Experienced investment management team with expertise in global equities.
- Diversified portfolio of investments across various countries and sectors.
- Strong brand reputation and investor trust.
What Does NPFFX Do?
New Perspective Fund, Class F-1 Shares (NPFFX) is an asset management fund with the stated objective of achieving long-term capital growth. The fund was established to capitalize on investment opportunities arising from shifts in international trade patterns, evolving economic landscapes, and changing political relationships across the globe. The fund’s primary investment strategy revolves around investing in common stocks of companies located worldwide, with a focus on identifying businesses that the investment adviser believes possess substantial growth potential. NPFFX operates within the asset management industry, offering investors exposure to a diversified portfolio of international equities. The fund's investment approach is centered on identifying companies poised to benefit from global economic trends and trade dynamics. By strategically allocating capital to businesses operating in various countries and sectors, New Perspective Fund aims to deliver long-term capital appreciation to its shareholders. The fund is based in Los Angeles, US, and manages a substantial portfolio with a market capitalization of $166.19 billion.
What Products and Services Does NPFFX Offer?
- Invests in common stocks of companies located around the world.
- Seeks long-term growth of capital for its investors.
- Capitalizes on investment opportunities generated by changes in international trade patterns.
- Adapts to evolving economic and political relationships to identify promising investments.
- Manages a diversified portfolio of global equities.
- Aims to deliver long-term capital appreciation to its shareholders.
How Does NPFFX Make Money?
- Generates revenue through management fees charged to investors.
- Invests in a diversified portfolio of global equities.
- Seeks to outperform benchmark indices through active management.
- Utilizes a research-driven investment process to identify promising investment opportunities.
What Industry Does NPFFX Operate In?
New Perspective Fund, Class F-1 Shares (NPFFX) operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as global economic growth, interest rates, and regulatory changes. NPFFX competes with other asset management firms, including AFIFX, ANCFX, ANWPX, AWSHX, and CFNAX, all vying for investor capital. The fund's focus on international equities positions it to capitalize on the growing trend of globalization and the increasing interconnectedness of global markets.
Who Are NPFFX's Key Customers?
- Individual investors seeking long-term capital growth.
- Institutional investors, including pension funds and endowments.
- Financial advisors seeking investment solutions for their clients.
- High-net-worth individuals looking for diversified investment opportunities.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
NPFFX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Diversified portfolio of global equities.
- Established track record of long-term capital appreciation.
- Strong brand reputation and investor trust.
Bear Case
- Vulnerability to global market fluctuations.
- Dependence on the expertise of the investment management team.
- Potential for underperformance relative to benchmark indices.
- Exposure to currency risk due to international investments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NPFFX Latest News
No recent news available for NPFFX.
NPFFX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NPFFX.
Price Targets
Wall Street price target analysis for NPFFX.
NPFFX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NPFFX; grades run from A+ (80-100) to F (below 30).
NPFFX Financials Stock FAQ
What are the main risks for NPFFX?
The main risks for New Perspective Fund, Class F-1 Shares (NPFFX) include fluctuations in global markets, geopolitical instability, and exposure to currency risk due to its international investments. As an asset management fund, NPFFX is also subject to regulatory changes and increased compliance costs.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-18.