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American Funds New Economy Fund A: (MF: ANEFX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$57.67 USD
+1.08 (1.91%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.91 | 17 |
| 3 months | 10.91 | 17 |
| 6 months | 25.82 | 13 |
| 1 Year | 30.16 | 11 |
| 3 Year | 3.83 | 61 |
| 5 Year | 10.64 | 34 |
| 10 Year | 10.37 | 10 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 30.87 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 14,298.84 |
| % Turnover 3/31/2024 | 39.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.97 | 0.95 | 0.95 |
| Alpha | -6.49 | -3.08 | -1.65 |
| R Squared | 0.88 | 0.88 | 0.85 |
| Std. Dev. | 18.19 | 18.49 | 15.70 |
| Sharpe | 0.15 | 0.56 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| United States | 77.65 |
| France | 2.29 |
| Taiwan | 2.08 |
| Ireland | 1.88 |
| Netherlands | 1.83 |
| Argentina | 1.65 |
| India | 1.60 |
| Korea, South | 1.50 |
| Denmark | 1.33 |
| United Kingdom | 1.27 |
Portfolio Holdings
| Top Equity Holdings (As of 11/30/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 6.58 | 1,929.49 |
| TOTAL*SHORT TERM INVESTME | 5.34 | 1,566.67 |
| BROADCOM INC | 5.04 | 1,479.21 |
| UNITEDHEALTH GROUP INC | 2.77 | 811.67 |
| AMAZON.COM INC | 2.33 | 682.73 |
| ELI LILLY & CO | 1.90 | 556.35 |
| THERMO FISHER SCIENTIFIC | 1.87 | 548.48 |
| MASTERCARD INC | 1.71 | 502.07 |
| MERCADOLIBRE INC | 1.65 | 485.34 |
Stock Holding % of Net Assets
| As Of | 11/30/2023 |
| Total Issues | NA |
| Avg. P/E | 26.96 |
| Avg. P/Book | 4.48 |
| Avg. EPS Growth | 15.23 |
| Avg. Market Value (Mil $) | 405,720 |
Allocation
| % of Portfolio | |
| Large Growth | 49.13 |
| Large Value | 0.00 |
| Small Growth | 9.00 |
| Small Value | 0.00 |
| Foreign Stock | 14.12 |
| Emerging Market | 14.40 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |