Morningstar® Investment Profile™ | Disclosure Statement Morningstar - Free Trial   American Funds New Perspective A  ANWPX   Snapshot Total Returns Rating & Risk Portfolio Nuts & Bolts Analyst Report Quote datadef_ratings American Funds New Perspective A  ANWPX   Morningstar Report Overall Morningstar Rating™ What is this? As of 2009-10-31 Out of World Stock Funds Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. Morningstar® Style Box™ What is this?    Large    Growth       As of 2009-09-30 Day Change $ -0.08    NAV (2009-11-10) $ 25.42    YTD Return % (2009-11-10) 34.64%    Total Assets ($ mil) 41,040 View Data Definitions   Performance     Growth of $10,000 Fund: American Funds New Perspective A (from 1999-01-01 to 2009-10-31) Category: World Stock Index: MSCI EAFE NR USD Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-10 Inception date: 1973-03-13 10yr and Inception Returns as of 2009-10-31 YTD Returns as of 2009-11-10 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund 36.49 57.97 0.34 6.53 4.84 12.48 +/- Category 10.58 35.52 5.37 3.12 2.39 --- +/- MSCI EAFE NR USD 4.01 0.76 4.87 1.68 --- --- Standardized Annual Returns %   more on standardized returns Quarter-End (as of 2009-09-30) 22.95 -1.36 -1.39 5.85 4.90 12.39 Month-End (as of 2009-10-31) 20.36 18.11 -2.97 4.78 4.22 12.29 After Tax Returns % (as of 2009-09-30 )   On Distribution --- 15.61 -4.62 3.36 2.94 --- On Distribution & Sale of Shares --- 12.76 -2.88 3.75 3.19 --- Morningstar Rating --- --- --- # of compared funds covered (3 yrs : out of 530 funds), (5 yrs : out of 434 funds), (10 yrs : out of 247 funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is 5.75%, the maximum deferred sales fee is none, and the maximum redemption sales fee is none. The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.   Portfolio Profile     Sector Breakdown % Information 27.01 Software 5.72 Hardware 12.61 Media 0.91 Telecommunications 7.76 Service 29.65 Healthcare 12.33 Consumer Services 3.27 Business Services 1.75 Financial Services 12.29 Manufacturing 43.34 Consumer Goods 19.15 Industrial Materials 13.71 Energy 7.68 Utilities 2.81 Asset Allocation % of Net Assets Cash 5.0 Stocks 93.7 Bonds 1.3 Other 0.0 Foreign Stocks 60.3 (as a % of Assets) Data through 2009-09-30 Data through 2009-09-30 Holding Status Total Number of Stock Holdings 192 Turnover % 42 Total Number of Bond Holdings 20 30 Day SEC Yield % 0.90 % of Assets in Top 10 Holdings 18.70 ending as of 2009-09-30 View Data Definitions Top 10 Holdings Sector Country % of Net Assets Microsoft Corporation United States 2.63 Novo Nordisk A/S Denmark 2.18 Samsung Electronics South Korea 2.11 Barrick Gold Corporation Canada 2.07 Cisco Systems, Inc. United States 2.06 Google, Inc. United States 1.64 Newmont Mining Corporation United States 1.54 EMC Corporation United States 1.49 Honda Motor Company Japan 1.49 Anheuser-Busch InBev SA Belgium 1.49 Data through 2009-09-30   Other Information Fund Inception: 1973-03-13 Portfolio Manager  (Start Date) Gregg E. Ireland  (1992-12-01) Mr. Irelandis a portfolio manager with responsibilities in several funds managed by Capital Research and Management Company (CRMC), including the Investment Company of America. Having joined Capital in 1972, Mr. Ireland is a Senior Vice President of CRMC, as well as an officer of several funds managed by CRMC. He is Chair of the Leadership Board of Frank Porter Graham Child Development Institute, a national think-tank that studies issues facing young children and their families. Dina N. Perry  (1993-01-01) Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger & Berman, where she managed equity portfolios for pension funds and individuals. Before that, she was a vice president, portfolio manager, and chief economist at Chase Investors Management Corporation. Ms. Perry received both a BA and MA in economics from Queens College in New York City. She is based in Washington, D.C. Carl M. Kawaja  (1999-01-01) Carl Kawaja is a portfolio manager, a director of Capital International Asset Management and a senior vice president of Capital Research Company. Prior to joining the Capital Group organization in 1991, Carl was a security analyst for Gabelli and Co. in New York, as well as an equity analyst for Levesque Beaubien Inc. in Montreal. Carl received a bachelor's degree in history from Brown University and an MBA from Columbia University Graduate School of Business. He is based in San Francisco. Robert W. Lovelace  (2001-01-01) Robert W. Lovelace is chairman, principal executive officer and a director of Capital Research Company and a member of The Capital Group Companies Management Committee. He is also a senior vice president for Capital Research and Management Company. He joined Capital Research in 1985 as a mining analyst. Mr. Lovelace received an AB (summa cum laude) from Princeton University and is a member of Phi Beta Kappa. He holds the Chartered Financial Analyst® designation and is based in Los Angeles. Brady L. Enright  (2005-12-01) Enright is senior vice president with Capital Research Company. Jon B. Jonsson  (2005-12-01) Jonsson is vice president, the head of portfolio management and lead portfolio manager for global short term and London broad market strategies, working with the Macro team and sector teams to deliver account-specific portfolio strategy with JPMIM. An employee since 1998, Jonssons team is responsible for the portfolio management of broad market, short duration and enhanced cash strategies. Previously, he was a senior quantitative analyst . Steven T. Watson  (2005-12-01) Watson is senior vice president, director and portfolio manager with Capital Research Company. He has 18 years of investment experience. Sales Charge % (taken from prospectus dated 2009-10-05) Front: 5.75 Deferred: None Expense Ratio % 0.71 based on net assets (taken from annual report dated 2008-09-30) Correspondence Information 333 South Hope Street Los Angeles,  CA  90071-1447 USA Telephone: 800-421-0180 Data on this page does not include the fund's short positions (if any). Show Data Definitions © Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold.