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American Funds New World Fund® Class A (NEWFX)

50.83
Net Asset Value
+0.14%
1 Day
+1.66%
Year-to-Date
Overall Morningstar Rating
Diversified emerging mkts
Style or Category
5.75
Sales Expenses
1.04%
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. Under normal market conditions, the fund will invest 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.

Performance

1 month+1.74% 3 years-0.84%
3 months+10.19% 5 years-0.21%
1 year-9.47% Since inception+7.24%
Data through --

Peer Comparisonvs. Diversified emerging mkts

 NEWFXCategory
Performance 5-yr return-0.21%-3.84%
Expense ratio1.04%1.52%
Risk 5 year sharpe ratio0.09-0.13
Net assets$22.5B$1.1B
Average market cap$21.3B$17.7B
Average P/E18.913.6
Portfolio turnover41%41%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureMark Denning / 16 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

International stock67.19%
Fixed income16.43%
U.S. stock12.85%
Cash2.94%
Other0.59%
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
-- 1.67%
-- 1.63%
-- 1.59%
-- 1.56%
BIDU Baidu1.32%
-- 1.18%
BABA Alibaba Group Holding Ltd1.15%
-- 1.14%
-- 1.12%
-- 1.10%

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