American Funds New World Fund® Class A (NEWFX)

55.57
Net Asset Value
-0.30%
1 Day
+3.87%
Year-to-Date
Overall Morningstar Rating
Diversified emerging mkts
Style or Category
5.75
Sales Expenses
1.03%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. It normally invests at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets. The fund may also invest in equity securities of any company, regardless of where it is based, if the fund's investment adviser determines that a significant portion of the company's assets or revenues (generally 20% or more) is attributable to developing countries.

Performance

1 month+3.20% 3 years+5.29%
3 months+0.24% 5 years+6.22%
1 year+0.15% Since inception+8.23%
Data through --

Peer Comparisonvs. Diversified emerging mkts

 NEWFXCategory
Performance 5-yr return+6.22%+1.81%
Expense ratio1.03%1.59%
Risk 5 year sharpe ratio0.460.26
Net assets$23.0B$1.2B
Average market cap$19.5B$17.9B
Average P/E18.113.5
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureMark Denning / 15 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

International stock67.66%
Cash12.10%
Fixed income10.04%
U.S. stock9.65%
Other0.55%
Top 5 Sectors
Portfolio weighting
Financial service 18.37%
Industrial materials 18.15%
Consumer goods 17.33%
Telecommunication 13.76%
Healthcare 9.57%
Top 10 Holdings
Portfolio weighting
BIDU Baidu1.68%
-- 1.56%
-- 1.25%
-- 1.15%
-- 1.12%
-- 1.10%
-- 1.07%
CMI Cummins Inc1.02%
-- 1.01%
-- 0.98%

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