American Funds New World Fund® Class A (NEWFX)

57.23
Net Asset Value
+0.25%
1 Day
+6.97%
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+3.02% 3 years+7.07%
3 months+4.84% 5 years+5.37%
1 year+2.17% Since inception+8.32%
Data through --

Peer Comparisonvs. Diversified emerging mkts

 NEWFXCategory
Performance 5-yr return+5.37%+1.45%
Expense ratio1.03%1.59%
Risk 5 year sharpe ratio0.390.17
Net assets$23.7B$1.3B
Average market cap$21.5B$18.0B
Average P/E19.013.8
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 stock67.58%
Fixed income15.19%
U.S. stock10.53%
Cash6.08%
Other0.62%
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
-- 1.78%
BIDU Baidu1.42%
-- 1.42%
-- 1.40%
-- 1.33%
-- 1.17%
-- 1.14%
-- 1.13%
-- 1.08%
-- 1.01%

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