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New Economy Fund Sbi: (MF: ANEFX)

(NASDAQ Mutual Funds) As of May 18, 2019 08:15 PM ET

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$44.12 USD

0.00 (NA)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Apr 30, 2019

Total Return %* Percentile Rank Objective
YTD 18.43 26
3 months 8.21 41
6 months 13.95 12
1 Year 7.36 29
3 Year 17.48 5
5 Year 11.22 5
10 Year 15.52 2

* Annual for three years and beyond.

Zacks Premium Research for ANEFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 27.26
% Yield 0.44
% SEC Yield
Net Assets (Mil $) 4/30/2019 12,165.00
%Turnover 4/30/2019 38.00

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.98 1.02
Alpha 2.81 0.05 0.02
R Squared 0.76 0.78 0.85
Std. Dev. 12.11 12.44 13.84
Sharpe 1.39 0.90 2.00

Sector / Country Weightings

As of 4/30/2019 % of Portfolio
United States 67.29
Other 6.81
China 5.10
Hong Kong 4.67
United Kingdom 3.42
Japan 2.61
Korea, South 2.54
Switzerland 1.51
Netherlands 1.11
India 0.99

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2018)
% of Portfolio Value (Mil$)
NA 11.27 2,244.49
NA 4.98 991.91
NETFLIX COM INC 4.35 865.72
BROADCOM INC 2.68 532.75
NA 2.60 518.59
TENCENT HOLDINGS LTD 1.91 380.58
SAMSUNG ELECTRONICS CO LT 1.91 380.37
GALAXY ENTERTAINMENT GRO 1.70 338.00
THERMO FISHER SCIENTIFIC 1.56 310.94

Stock Holding % of Net Assets

As Of 11/30/2018
Total Issues NA
Avg. P/E 30.34
Avg. P/Book 5.31
Avg. EPS Growth 9.22
Avg. Market Value (Mil $) 144,938

Allocation

% of Portfolio
Large Growth 46.30
Large Value 0.00
Small Growth 12.12
Small Value 0.00
Foreign Stock 22.96
Emerging Market 15.36
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00