US6480188100 - American New Perspective Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 33 total, 33 long only, 0 short only, 0 long/short - change of −2,94% MRQ
Genomsnittlig portföljallokering 6.8225 % - change of 3,92% MRQ
Institutionella aktier (lång) 330 243 424 (ex 13D/G) - change of −2,42MM shares −0,73% MRQ
Institutionellt värde (lång) $ 20 603 911 USD ($1000)
Institutionellt ägande och aktieägare

American New Perspective Fund (US:US6480188100) har 33 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 330,243,424 aktier. Största aktieägare inkluderar RGWFX - American Funds Growth Portfolio Class R-5, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, AANTX - American Funds 2060 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, PGGAX - American Funds Global Growth Portfolio Class A, AAETX - American Funds 2030 Target Date Retirement Fund Class A, and BLPAX - American Funds Moderate Growth and Income Portfolio Class A .

American New Perspective Fund (US6480188100) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US6480188100 / American New Perspective Fund Institutional Ownership
13F- och NPORT-arkiveringar

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2050 Target Date Fund Class 4 11 475 −0,34 802 14,25
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 12 843 −3,15 898 11,14
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2065 Target Date Fund Class 1 108 18,68 8 40,00
2025-06-26 NP BLPAX - American Funds Moderate Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 603 377 −2,12 723 819 −5,89
2025-06-26 NP RGWFX - American Funds Growth Portfolio Class R-5 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 562 564 −0,73 3 029 333 −4,56
2025-06-26 NP AADTX - American Funds 2025 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57 788 −14,06 3 605 −17,38
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2030 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 846 −27,23 199 −16,39
2025-06-26 NP CAAZX - American Funds College 2042 Fund Class 529-F-2 384 985 32,94 24 015 27,81
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 149 720 2,99 10 470 18,11
2025-06-26 NP AAFTX - American Funds 2035 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 230 254 −2,91 1 449 103 −6,65
2025-06-26 NP AAGTX - American Funds 2040 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 122 132 −2,27 3 001 859 −6,03
2025-06-26 NP TDABX - American Funds 2070 Target Date Retirement Fund Class T 232 544 90,38 14 506 83,06
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2070 Target Date Fund Class 4 165 3,12 12 22,22
2025-06-26 NP AALTX - American Funds 2050 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 498 233 −0,29 3 025 320 −4,13
2025-06-26 NP AANTX - American Funds 2060 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 237 336 2,46 1 511 925 −1,49
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2060 Target Date Fund Class 1A 292 31,53 20 53,85
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2045 Target Date Fund Class 4 12 372 11,73 865 28,15
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 137 395 1,85 9 608 16,80
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 2 730 6,60 191 21,79
2025-06-26 NP FCFGX - American Funds College 2039 Fund Class 529-F-2 1 382 589 3,72 86 246 −0,28
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A 4 802 0,27 336 14,73
2025-06-26 NP PGGAX - American Funds Global Growth Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 218 342 −2,08 1 198 840 −5,85
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2035 Target Date Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 224 −1,89 435 12,69
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 12 204 12,01 853 28,46
2025-06-26 NP AAMTX - American Funds 2055 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 398 025 1,51 2 208 129 −2,40
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 81 759 20,42 5 717 38,09
2025-06-26 NP CTLAX - American Funds College 2033 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 631 353 0,00 39 384 −3,85
2025-06-30 NP Northern Lights Fund Trust - PFG American Funds Growth Strategy Fund Class R Shares 2 237 686 −4,19 139 587 −7,89
2025-06-26 NP CCFAX - American Funds College 2036 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 712 919 0,00 106 852 −3,85
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2055 Target Date Fund Class 1A 7 795 9,04 545 25,29
2025-06-26 NP AAETX - American Funds 2030 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 652 799 −8,14 914 042 −11,68
2025-06-26 NP TDTTX - American Funds 2065 Target Date Retirement Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 106 938 9,37 443 331 5,15
2025-06-26 NP AAHTX - American Funds 2045 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42 530 830 −0,09 2 653 073 −3,94
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