US6480188100 - American New Perspective Fund Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	33 total, 33 long only, 0 short only, 0 long/short - change of -2,94% MRQ
Alocarea medie a portofoliului	6.8225 % - change of 3,92% MRQ

Acțiuni instituționale (lung)	330.243.424 (ex 13D/G) - change of -2,42MM shares -0,73% MRQ
Valoare instituțională (lungă)	$ 20.603.911 USD ($1000)

Proprietatea instituțională și acționarii

American New Perspective Fund (US:US6480188100) are 33 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 330,243,424 acțiuni. Cei mai mari acționari includ 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) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US6480188100 / American New Perspective Fund Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
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