US6480188100 - American New Perspective Fund Hisse Senedi - Hisse Fiyatı, Kurumsal Mülkiyet, Hissedarlar

Temel İstatistikler

Kurumsal Sahipler	33 total, 33 long only, 0 short only, 0 long/short - change of -2,94% MRQ
Ortalama Portföy Dağıtımı	6.8225 % - change of 3,92% MRQ

Kurumsal Hisseler (Uzun)	330.243.424 (ex 13D/G) - change of -2,42MM shares -0,73% MRQ
Kurumsal Değer (Uzun)	$ 20.603.911 USD ($1000)

Kurumsal Mülkiyet ve Hissedarlar

American New Perspective Fund (US:US6480188100) var 33 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 330,243,424 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: 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) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.

US6480188100 / American New Perspective Fund Institutional Ownership

13F ve NPORT Başvuruları

13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.

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Yürürlük Tarihi :

Dosya Tarihi	Kaynak	Yatırımcı	Hisseler	Δ Hisseler (%)	Bildirilen Değer (1000$)	Δ Değer (%)
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